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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

EW holding history

Edwards Lifesciences Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EW overviewAll 13F holders of EWFull Q2 2026 holdings

Shares (Q2 2026)
2,633
Value
$238.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of EW by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,633$238.2K<0.1%−25−0.9%ReducedHolders
Q1 20262,658$212.9K<0.1%00.0%UnchangedHolders
Q4 20252,658$226.6K<0.1%00.0%UnchangedHolders
Q3 20252,658$206.7K<0.1%−66−2.4%ReducedHolders
Q2 20252,724$213.0K<0.1%+2,724NewHolders
Q1 20250$00.0%−2,705−100.0%Sold outHolders
Q4 20242,705$200.3K<0.1%+2,705NewHolders
Q3 20240$00.0%−2,987−100.0%Sold outHolders
Q2 20242,987$275.9K<0.1%−414−12.2%ReducedHolders
Q1 20243,401$325.0K<0.1%−84−2.4%ReducedHolders
Q4 20233,485$265.7K<0.1%+223+6.8%AddedHolders
Q3 20233,262$226.0K<0.1%+74+2.3%AddedHolders
Q2 20233,188$300.7K<0.1%00.0%UnchangedHolders
Q1 20233,188$263.7K<0.1%−77−2.4%ReducedHolders
Q4 20223,265$243.6K<0.1%−824−20.2%ReducedHolders
Q3 20224,089$338.0K<0.1%+1,070+35.4%AddedHolders
Q2 20223,019$287.0K<0.1%−45−1.5%ReducedHolders
Q1 20223,064$361.0K<0.1%−172−5.3%ReducedHolders
Q4 20213,236$419.0K<0.1%00.0%UnchangedHolders
Q3 20213,236$366.0K<0.1%00.0%UnchangedHolders
Q2 20213,236$335.0K<0.1%+27+0.8%AddedHolders
Q1 20213,209$268.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.