Evercore Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $238K | Sell |
2,633
-25
| -0.9% | -$2.09K | ﹤0.01% | 375 |
|
|
2026
Q1 | $213K | Hold |
2,658
| – | – | ﹤0.01% | 382 |
|
|
2025
Q4 | $227K | Hold |
2,658
| – | – | ﹤0.01% | 376 |
|
|
2025
Q3 | $207K | Sell |
2,658
-66
| -2% | -$5.16K | ﹤0.01% | 395 |
|
|
2025
Q2 | $213K | Buy |
+2,724
| New | +$203K | ﹤0.01% | 379 |
|
|
2025
Q1 | – | Sell |
-2,705
| Closed | -$200K | – | 423 |
|
|
2024
Q4 | $200K | Buy |
+2,705
| New | +$189K | ﹤0.01% | 403 |
|
|
2024
Q3 | – | Sell |
-2,987
| Closed | -$276K | – | 422 |
|
|
2024
Q2 | $276K | Sell |
2,987
-414
| -12% | -$36.7K | ﹤0.01% | 348 |
|
|
2024
Q1 | $325K | Sell |
3,401
-84
| -2% | -$7.06K | 0.01% | 330 |
|
|
2023
Q4 | $266K | Buy |
3,485
+223
| +7% | +$15.5K | ﹤0.01% | 364 |
|
|
2023
Q3 | $226K | Buy |
3,262
+74
| +2% | +$5.95K | ﹤0.01% | 367 |
|
|
2023
Q2 | $301K | Hold |
3,188
| – | – | 0.01% | 329 |
|
|
2023
Q1 | $264K | Sell |
3,188
-77
| -2% | -$6.05K | 0.01% | 347 |
|
|
2022
Q4 | $244K | Sell |
3,265
-824
| -20% | -$63.5K | 0.01% | 354 |
|
|
2022
Q3 | $338K | Buy |
4,089
+1,070
| +35% | +$103K | 0.01% | 299 |
|
|
2022
Q2 | $287K | Sell |
3,019
-45
| -1% | -$4.66K | 0.01% | 321 |
|
|
2022
Q1 | $361K | Sell |
3,064
-172
| -5% | -$19.3K | 0.01% | 318 |
|
|
2021
Q4 | $419K | Hold |
3,236
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $366K | Hold |
3,236
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $335K | Buy |
3,236
+27
| +0.8% | +$2.54K | 0.01% | 346 |
|
|
2021
Q1 | $268K | Sell |
3,209
-200
| -6% | -$16.9K | 0.01% | 382 |
|
|
2020
Q4 | $311K | Sell |
3,409
-1,371
| -29% | -$114K | 0.01% | 353 |
|
|
2020
Q3 | $382K | Buy |
4,780
+37
| +0.8% | +$2.89K | 0.01% | 293 |
|
|
2020
Q2 | $328K | Sell |
4,743
-669
| -12% | -$47.5K | 0.01% | 301 |
|
|
2020
Q1 | $340K | Buy |
5,412
+279
| +5% | +$20.1K | 0.01% | 280 |
|
|
2019
Q4 | $399K | Sell |
5,133
-375
| -7% | -$29.3K | 0.01% | 310 |
|
|
2019
Q3 | $404K | Buy |
+5,508
| New | +$387K | 0.01% | 292 |
|
|
2018
Q1 | – | Sell |
-2,745
| Closed | -$103K | – | 487 |
|
|
2017
Q4 | $103K | Buy |
2,745
+531
| +24% | +$19.5K | ﹤0.01% | 455 |
|
|
2017
Q3 | $81K | Sell |
2,214
-486
| -18% | -$18.5K | ﹤0.01% | 500 |
|
|
2017
Q2 | $107K | Sell |
2,700
-570
| -17% | -$20.8K | ﹤0.01% | 455 |
|
|
2017
Q1 | $103K | Sell |
3,270
-1,728
| -35% | -$54.1K | ﹤0.01% | 478 |
|
|
2016
Q4 | $156K | Buy |
4,998
+4,230
| +551% | +$137K | 0.01% | 417 |
|
|
2016
Q3 | $31K | Hold |
768
| – | – | ﹤0.01% | 701 |
|
|
2016
Q2 | $26K | Hold |
768
| – | – | ﹤0.01% | 710 |
|
|
2016
Q1 | $23K | Hold |
768
| – | – | ﹤0.01% | 696 |
|
|
2015
Q4 | $20K | Buy |
768
+168
| +28% | +$4.36K | ﹤0.01% | 767 |
|
|
2015
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 796 |
|
|
2015
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 847 |
|
|
2015
Q1 | $14K | Hold |
600
| – | – | ﹤0.01% | 833 |
|
|
2014
Q4 | $13K | Hold |
600
| – | – | ﹤0.01% | 721 |
|
|
2014
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 817 |
|
|
2014
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 848 |
|
|
2014
Q1 | $7K | Hold |
600
| – | – | ﹤0.01% | 838 |
|
|
2013
Q4 | $7K | Sell |
600
-186
| -24% | -$2.1K | ﹤0.01% | 777 |
|
|
2013
Q3 | $9K | Buy |
786
+186
| +31% | +$2.18K | ﹤0.01% | 763 |
|
|
2013
Q2 | $7K | Buy |
+600
| New | +$7.1K | ﹤0.01% | 744 |
|
Other funds holding EW
Evercore Wealth Management's EW Position: Q2 2026 in Review
Evercore Wealth Management reduced its Edwards Lifesciences (EW) stake by 0.94% in Q2 2026, selling an estimated $2.09K and leaving 2,633 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #375.
Evercore Wealth Management first reported a position in EW in Q2 2013 and has held it in 45 quarters since. The position peaked at $419K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Evercore Wealth Management held 2,633 shares of Edwards Lifesciences worth $238K as of Q2 2026.
- Evercore Wealth Management sold 25 Edwards Lifesciences shares in Q2 2026, an estimated $2.09K.
- Edwards Lifesciences made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #375 holding.
- Evercore Wealth Management first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 45 quarters since.
- Evercore Wealth Management's Edwards Lifesciences position peaked at $419K in Q4 2021.
- 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.