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Heritage Trust’s Edwards Lifesciences EW Stock Holding History

Heritage Trust’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 		$253K Hold
2,796
– – 0.02% 292
2026
Q1 		$224K Hold
2,796
– – 0.02% 291
2025
Q4 		$238K Buy
2,796
+21
+0.8% +$1.72K 0.02% 278
2025
Q3 		$216K Hold
2,775
– – 0.02% 290
2025
Q2 		$217K Hold
2,775
– – 0.03% 286
2025
Q1 		$201K Hold
2,775
– – 0.02% 292
2024
Q4 		$205K Buy
+2,775
New +$194K 0.02% 291
2024
Q2 		$256K Hold
2,775
– – 0.03% 254
2024
Q1 		$265K Hold
2,775
– – 0.04% 246
2023
Q4 		$212K Buy
+2,775
New +$193K 0.03% 265
2023
Q3 		– Sell
-2,775
Closed -$262K – 258
2023
Q2 		$262K Buy
+2,775
New +$241K 0.04% 235

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

Heritage Trust's EW Position: Q2 2026 in Review

Heritage Trust held its Edwards Lifesciences (EW) position steady in Q2 2026 at 2,796 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #292.

Heritage Trust first reported a position in EW in Q2 2023 and has held it in 11 quarters since. The position peaked at $265K in Q1 2024. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Heritage Trust held 2,796 shares of Edwards Lifesciences worth $253K as of Q2 2026.
  • Heritage Trust left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.02% of Heritage Trust's portfolio in Q2 2026, its #292 holding.
  • Heritage Trust first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 11 quarters since.
  • Heritage Trust's Edwards Lifesciences position peaked at $265K in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.