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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
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

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

Legacy Trust's EW Position: Q2 2026 in Review

Legacy Trust increased its Edwards Lifesciences (EW) stake by 0.41% in Q2 2026, buying an estimated $2.51K and bringing the position to 7,305 shares worth $661K. The position accounts for 0.12% of the portfolio, ranked #113.

Legacy Trust first reported a position in EW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q1 2024. 1,335 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Legacy Trust held 7,305 shares of Edwards Lifesciences worth $661K as of Q2 2026.
  • Legacy Trust bought 30 Edwards Lifesciences shares in Q2 2026, an estimated $2.51K.
  • Edwards Lifesciences made up 0.12% of Legacy Trust's portfolio in Q2 2026, its #113 holding.
  • Legacy Trust first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Edwards Lifesciences position peaked at $1.54M in Q1 2024.
  • 1,335 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.