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Plimoth Trust’s Edwards Lifesciences EW Stock Holding History

Plimoth 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 		$268K Buy
3,102
+824
+36% +$73.2K 0.05% 163
2026
Q2 		$206K Buy
+2,278
New +$191K 0.04% 172
2026
Q1 		– Sell
-2,977
Closed -$254K – 175
2025
Q4 		$254K Sell
2,977
-86
-3% -$7.06K 0.06% 163
2025
Q3 		$238K Sell
3,063
-30
-1% -$2.34K 0.05% 163
2025
Q2 		$242K Buy
+3,093
New +$231K 0.06% 159
2025
Q1 		– Sell
-2,763
Closed -$205K – 162
2024
Q4 		$205K Buy
+2,763
New +$193K 0.05% 157
2024
Q3 		– Sell
-3,805
Closed -$351K – 160
2024
Q2 		$351K Sell
3,805
-29
-0.8% -$2.57K 0.09% 134
2024
Q1 		$366K Buy
3,834
+195
+5% +$16.4K 0.1% 134
2023
Q4 		$277K Sell
3,639
-220
-6% -$15.3K 0.08% 145
2023
Q3 		$267K Sell
3,859
-189
-5% -$15.2K 0.08% 144
2023
Q2 		$382K Sell
4,048
-25
-0.6% -$2.17K 0.11% 131
2023
Q1 		$337K Sell
4,073
-160
-4% -$12.6K 0.1% 141
2022
Q4 		$316K Buy
+4,233
New +$326K 0.1% 142

Other funds holding EW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Plimoth Trust's EW Position: Q3 2026 in Review

Plimoth Trust increased its Edwards Lifesciences (EW) stake by 36% in Q3 2026, buying an estimated $73.2K and bringing the position to 3,102 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #163.

Plimoth Trust first reported a position in EW in Q4 2022 and has held it in 13 quarters since. The position peaked at $382K in Q2 2023. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Plimoth Trust held 3,102 shares of Edwards Lifesciences worth $268K as of Q3 2026.
  • Plimoth Trust bought 824 Edwards Lifesciences shares in Q3 2026, an estimated $73.2K.
  • Edwards Lifesciences made up 0.05% of Plimoth Trust's portfolio in Q3 2026, its #163 holding.
  • Plimoth Trust first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 13 quarters since.
  • Plimoth Trust's Edwards Lifesciences position peaked at $382K in Q2 2023.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Plimoth Trust's 13F filing for Q3 2026, filed 26 Oct 2026.