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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
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

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

Legacy Trust's EW Position: Q1 2026 in Review

Legacy Trust reduced its Edwards Lifesciences (EW) stake by 51% in Q1 2026, selling an estimated $614K and leaving 7,275 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #119.

Legacy Trust first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Legacy Trust held 7,275 shares of Edwards Lifesciences worth $583K as of Q1 2026.
  • Legacy Trust sold 7,449 Edwards Lifesciences shares in Q1 2026, an estimated $614K.
  • Edwards Lifesciences made up 0.11% of Legacy Trust's portfolio in Q1 2026, its #119 holding.
  • Legacy Trust first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Edwards Lifesciences position peaked at $1.54M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.