EWM
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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evermay Wealth Management's EW Position: Q1 2026 in Review

Evermay Wealth Management reduced its Edwards Lifesciences (EW) stake by 12% in Q1 2026, selling an estimated $33.8K and leaving 2,894 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #178.

Evermay Wealth Management first reported a position in EW in Q2 2023 and has held it in 12 quarters since. The position peaked at $282K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Evermay Wealth Management held 2,894 shares of Edwards Lifesciences worth $232K as of Q1 2026.
  • Evermay Wealth Management sold 410 Edwards Lifesciences shares in Q1 2026, an estimated $33.8K.
  • Edwards Lifesciences made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Evermay Wealth Management first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 12 quarters since.
  • Evermay Wealth Management's Edwards Lifesciences position peaked at $282K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.