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Legacy Trust’s Edwards Lifesciences EW Stock Holding History

Legacy 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 		$682K Buy
7,409
+104
+1% +$9.24K 0.11% 121
2026
Q2 		$661K Buy
7,305
+30
+0.4% +$2.51K 0.12% 113
2026
Q1 		$583K Sell
7,275
-7,449
-51% -$614K 0.11% 119
2025
Q4 		$1.26M Sell
14,724
-20
-0.1% -$1.64K 0.23% 75
2025
Q3 		$1.15M Sell
14,744
-240
-2% -$18.8K 0.23% 75
2025
Q2 		$1.17M Sell
14,984
-22
-0.1% -$1.64K 0.29% 68
2025
Q1 		$1.09M Sell
15,006
-92
-0.6% -$6.58K 0.26% 68
2024
Q4 		$1.12M Sell
15,098
-3
-0% -$210 0.26% 69
2024
Q3 		$997K Sell
15,101
-923
-6% -$67.1K 0.23% 75
2024
Q2 		$1.48M Sell
16,024
-75
-0.5% -$6.64K 0.37% 66
2024
Q1 		$1.54M Sell
16,099
-38
-0.2% -$3.19K 0.38% 65
2023
Q4 		$1.23M Buy
16,137
+39
+0.2% +$2.71K 0.32% 71
2023
Q3 		$1.12M Sell
16,098
-207
-1% -$16.6K 0.32% 71
2023
Q2 		$1.54M Buy
16,305
+6
+0% +$521 0.42% 67
2023
Q1 		$1.35M Sell
16,299
-299
-2% -$23.5K 0.4% 68
2022
Q4 		$1.24M Buy
+16,598
New +$1.28M 0.38% 67

Other funds holding EW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Legacy Trust's EW Position: Q3 2026 in Review

Legacy Trust increased its Edwards Lifesciences (EW) stake by 1.4% in Q3 2026, buying an estimated $9.24K and bringing the position to 7,409 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #121.

Legacy Trust first reported a position in EW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q1 2024. 774 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Legacy Trust held 7,409 shares of Edwards Lifesciences worth $682K as of Q3 2026.
  • Legacy Trust bought 104 Edwards Lifesciences shares in Q3 2026, an estimated $9.24K.
  • Edwards Lifesciences made up 0.11% of Legacy Trust's portfolio in Q3 2026, its #121 holding.
  • Legacy Trust first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Edwards Lifesciences position peaked at $1.54M in Q1 2024.
  • 774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.