Everence Capital Management’s Edwards Lifesciences EW Stock Holding History

Everence Capital Management’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Hold	13,783	–	–	0.07%	224
2025 Q4	$1.18M	Sell	13,783 -3,177	-19%	-$261K	0.07%	217
2025 Q3	$1.32M	Hold	16,960	–	–	0.08%	197
2025 Q2	$1.33M	Sell	16,960 -1,960	-10%	-$146K	0.09%	191
2025 Q1	$1.37M	Sell	18,920 -20	-0.1%	-$1.43K	0.09%	187
2024 Q4	$1.4M	Sell	18,940 -2,040	-10%	-$143K	0.09%	181
2024 Q3	$1.38M	Sell	20,980 -3,920	-16%	-$285K	0.09%	176
2024 Q2	$2.11K	Hold	24,900	–	–	0.15%	126
2024 Q1	$2.38K	Hold	24,900	–	–	0.16%	119
2023 Q4	$1.9M	Hold	24,900	–	–	0.14%	144
2023 Q3	$1.73K	Buy	24,900 +13,420	+117%	+$1.08M	0.13%	134
2023 Q2	$967K	Hold	11,480	–	–	0.08%	210
2023 Q1	$950	Hold	11,480	–	–	0.08%	225
2022 Q4	$857	Sell	11,480 -6,230	-35%	-$480K	0.07%	229
2022 Q3	$1.46M	Hold	17,710	–	–	0.14%	133
2022 Q2	$1.68M	Hold	17,710	–	–	0.15%	124
2022 Q1	$2.08M	Hold	17,710	–	–	0.16%	120
2021 Q4	$2.29M	Buy	17,710 +4,640	+36%	+$541K	0.17%	104
2021 Q3	$1.48M	Hold	13,070	–	–	0.12%	145
2021 Q2	$1.35M	Hold	13,070	–	–	0.11%	157
2021 Q1	$1.09M	Hold	13,070	–	–	0.1%	171
2020 Q4	$1.19M	Buy	13,070 +860	+7%	+$71.3K	0.12%	145
2020 Q3	$975K	Buy	12,210 +8,140	+200%	+$635K	0.11%	156
2020 Q2	$915K	Sell	4,070 -8,140	-67%	-$578K	0.11%	163
2020 Q1	$768K	Hold	12,210	–	–	0.11%	162
2019 Q4	$949K	Hold	12,210	–	–	0.14%	149
2019 Q3	$895K	Hold	12,210	–	–	0.15%	149
2019 Q2	$752K	Hold	12,210	–	–	0.12%	171
2019 Q1	$779K	Hold	12,210	–	–	0.14%	158
2018 Q4	$623K	Hold	12,210	–	–	0.14%	172
2018 Q3	$709K	Hold	12,210	–	–	0.14%	178
2018 Q2	$592K	Hold	12,210	–	–	0.13%	198
2018 Q1	$568K	Hold	12,210	–	–	0.13%	199
2017 Q4	$459K	Hold	12,210	–	–	0.1%	233
2017 Q3	$445K	Hold	12,210	–	–	0.1%	241
2017 Q2	$481K	Hold	12,210	–	–	0.12%	222
2017 Q1	$383K	Hold	12,210	–	–	0.1%	245
2016 Q4	$381K	Sell	12,210 -6,714	-35%	-$218K	0.11%	229
2016 Q3	$760K	Hold	18,924	–	–	0.23%	131
2016 Q2	$629K	Sell	18,924 -5,760	-23%	-$197K	0.19%	147
2016 Q1	$726K	Hold	24,684	–	–	0.23%	133
2015 Q4	$650K	Hold	24,684	–	–	0.21%	143
2015 Q3	$585K	Hold	24,684	–	–	0.2%	146
2015 Q2	$586K	Buy	24,684 +8,964	+57%	+$202K	0.19%	160
2015 Q1	$349K	Hold	15,720	–	–	0.12%	217
2014 Q4	$334K	Hold	15,720	–	–	0.11%	221
2014 Q3	$260K	Hold	15,720	–	–	0.09%	232
2014 Q2	$225K	Buy	+15,720	New	+$213K	0.08%	247

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Everence Capital Management's EW Position: Q1 2026 in Review

Everence Capital Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 13,783 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #224.

Everence Capital Management first reported a position in EW in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.29M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Everence Capital Management held 13,783 shares of Edwards Lifesciences worth $1.1M as of Q1 2026.
Everence Capital Management left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.07% of Everence Capital Management's portfolio in Q1 2026, its #224 holding.
Everence Capital Management first reported a position in Edwards Lifesciences in Q2 2014 and has held it in 48 quarters since.
Everence Capital Management's Edwards Lifesciences position peaked at $2.29M in Q4 2021.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.