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Evergreen Capital Management’s Edwards Lifesciences EW Stock Holding History

Evergreen 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
Q2 		$539K Sell
5,956
-1,606
-21% -$135K 0.01% 858
2026
Q1 		$606K Sell
7,562
-936
-11% -$77.2K 0.01% 672
2025
Q4 		$724K Buy
8,498
+3,589
+73% +$295K 0.02% 562
2025
Q3 		$382K Buy
4,909
+1,143
+30% +$89.3K 0.01% 804
2025
Q2 		$295K Buy
3,766
+5
+0.1% +$373 0.01% 816
2025
Q1 		$273K Buy
3,761
+629
+20% +$45K 0.01% 807
2024
Q4 		$232K Buy
+3,132
New +$219K 0.01% 884
2023
Q3 		– Sell
-3,136
Closed -$296K – 815
2023
Q2 		$296K Buy
3,136
+205
+7% +$17.8K 0.01% 560
2023
Q1 		$242K Buy
+2,931
New +$230K 0.01% 591
2022
Q4 		– Sell
-2,450
Closed -$203K – 687
2022
Q3 		$203K Sell
2,450
-2,336
-49% -$225K 0.01% 558
2022
Q2 		$455K Sell
4,786
-1,447
-23% -$150K 0.02% 357
2022
Q1 		$734K Sell
6,233
-253
-4% -$28.4K 0.03% 320
2021
Q4 		$840K Buy
6,486
+269
+4% +$31.4K 0.03% 308
2021
Q3 		$704K Buy
6,217
+674
+12% +$76.9K 0.03% 319
2021
Q2 		$574K Buy
5,543
+476
+9% +$44.9K 0.03% 319
2021
Q1 		$424K Buy
5,067
+260
+5% +$22K 0.02% 337
2020
Q4 		$439K Buy
4,807
+122
+3% +$10.1K 0.03% 302
2020
Q3 		$374K Buy
4,685
+144
+3% +$11.2K 0.03% 300
2020
Q2 		$314K Buy
4,541
+176
+4% +$12.5K 0.02% 300
2020
Q1 		$274K Sell
4,365
-15
-0.3% -$1.08K 0.03% 291
2019
Q4 		$341K Buy
4,380
+72
+2% +$5.62K 0.03% 323
2019
Q3 		$316K Hold
4,308
– – 0.03% 303
2019
Q2 		$265K Buy
4,308
+165
+4% +$9.98K 0.03% 335
2019
Q1 		$264K Sell
4,143
-108
-3% -$6.16K 0.03% 312
2018
Q4 		$217K Buy
4,251
+120
+3% +$6.07K 0.02% 329
2018
Q3 		$240K Buy
+4,131
New +$202K 0.02% 324

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Evergreen Capital Management's EW Position: Q2 2026 in Review

Evergreen Capital Management reduced its Edwards Lifesciences (EW) stake by 21% in Q2 2026, selling an estimated $135K and leaving 5,956 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #858.

Evergreen Capital Management first reported a position in EW in Q3 2018 and has held it in 26 quarters since. The position peaked at $840K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Evergreen Capital Management held 5,956 shares of Edwards Lifesciences worth $539K as of Q2 2026.
  • Evergreen Capital Management sold 1,606 Edwards Lifesciences shares in Q2 2026, an estimated $135K.
  • Edwards Lifesciences made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #858 holding.
  • Evergreen Capital Management first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 26 quarters since.
  • Evergreen Capital Management's Edwards Lifesciences position peaked at $840K in Q4 2021.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.