EWM
EW icon

Evermay Wealth Management’s Edwards Lifesciences EW Stock Holding History

Evermay Wealth 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 		$307K Buy
3,393
+499
+17% +$41.8K 0.03% 159
2026
Q1 		$232K Sell
2,894
-410
-12% -$33.8K 0.03% 178
2025
Q4 		$282K Buy
3,304
+128
+4% +$10.5K 0.03% 169
2025
Q3 		$247K Buy
3,176
+193
+6% +$15.1K 0.03% 179
2025
Q2 		$233K Buy
2,983
+156
+6% +$11.6K 0.03% 182
2025
Q1 		$205K Buy
2,827
+253
+10% +$18.1K 0.03% 185
2024
Q4 		$191K Sell
2,574
-798
-24% -$55.9K 0.03% 199
2024
Q3 		$223K Buy
3,372
+2,625
+351% +$191K 0.04% 187
2024
Q2 		$69K Buy
747
+725
+3,295% +$64.2K 0.01% 314
2024
Q1 		$2.1K Sell
22
-81
-79% -$6.8K ﹤0.01% 537
2023
Q4 		$7.85K Buy
103
+6
+6% +$417 ﹤0.01% 465
2023
Q3 		$6.72K Buy
97
+75
+341% +$6.03K ﹤0.01% 457
2023
Q2 		$2.08K Buy
+22
New +$1.91K ﹤0.01% 485

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

Evermay Wealth Management's EW Position: Q2 2026 in Review

Evermay Wealth Management increased its Edwards Lifesciences (EW) stake by 17% in Q2 2026, buying an estimated $41.8K and bringing the position to 3,393 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #159.

Evermay Wealth Management first reported a position in EW in Q2 2023 and has held it in 13 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Evermay Wealth Management held 3,393 shares of Edwards Lifesciences worth $307K as of Q2 2026.
  • Evermay Wealth Management bought 499 Edwards Lifesciences shares in Q2 2026, an estimated $41.8K.
  • Edwards Lifesciences made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Evermay Wealth Management first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 13 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.