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 Q3	$241K	Hold	2,796	–	–	0.02%	291
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Heritage Trust's EW Position: Q3 2026 in Review

Heritage Trust held its Edwards Lifesciences (EW) position steady in Q3 2026 at 2,796 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #291.

Heritage Trust first reported a position in EW in Q2 2023 and has held it in 12 quarters since. The position peaked at $265K in Q1 2024. 774 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Heritage Trust held 2,796 shares of Edwards Lifesciences worth $241K as of Q3 2026.
Heritage Trust left its Edwards Lifesciences share count unchanged in Q3 2026.
Edwards Lifesciences made up 0.02% of Heritage Trust's portfolio in Q3 2026, its #291 holding.
Heritage Trust first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 12 quarters since.
Heritage Trust's Edwards Lifesciences position peaked at $265K in Q1 2024.
774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.