Caldwell Trust’s Edwards Lifesciences EW Stock Holding History

Caldwell 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
2025 Q4	–	Sell	-200	Closed	-$15.6K	–	767
2025 Q3	$15.6K	Hold	200	–	–	﹤0.01%	593
2025 Q2	$15.6K	Hold	200	–	–	﹤0.01%	590
2025 Q1	$14.5K	Buy	+200	New	+$14.3K	﹤0.01%	598
2024 Q3	–	Sell	-1,800	Closed	-$166K	–	712
2024 Q2	$166K	Hold	1,800	–	–	0.02%	325
2024 Q1	$172K	Hold	1,800	–	–	0.02%	322
2023 Q4	$137K	Hold	1,800	–	–	0.02%	338
2023 Q3	$125K	Hold	1,800	–	–	0.02%	337
2023 Q2	$170K	Hold	1,800	–	–	0.02%	309
2023 Q1	$149K	Hold	1,800	–	–	0.02%	319
2022 Q4	$134K	Hold	1,800	–	–	0.02%	323
2022 Q3	$149K	Hold	1,800	–	–	0.02%	308
2022 Q2	$171K	Hold	1,800	–	–	0.02%	294
2022 Q1	$212K	Hold	1,800	–	–	0.03%	281
2021 Q4	$233K	Hold	1,800	–	–	0.03%	267
2021 Q3	$204K	Hold	1,800	–	–	0.03%	274
2021 Q2	$186K	Hold	1,800	–	–	0.02%	285
2021 Q1	$151K	Sell	1,800 -975	-35%	-$82.4K	0.02%	306
2020 Q4	$253K	Sell	2,775 -450	-14%	-$37.3K	0.04%	229
2020 Q3	$257K	Hold	3,225	–	–	0.04%	221
2020 Q2	$223K	Hold	3,225	–	–	0.04%	231
2020 Q1	$203K	Buy	3,225 +825	+34%	+$59.5K	0.04%	230
2019 Q4	$187K	Buy	+2,400	New	+$187K	0.03%	275

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Caldwell Trust's EW Position: Q4 2025 in Review

Caldwell Trust sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 200 shares — an estimated $15.6K sold.

Caldwell Trust first reported a position in EW in Q4 2019 and held it in 22 quarters. The position peaked at $257K in Q3 2020. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Caldwell Trust reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 200 Edwards Lifesciences shares in Q4 2025, an estimated $15.6K.
Caldwell Trust first reported a position in Edwards Lifesciences in Q4 2019 and held it in 22 quarters.
Caldwell Trust's Edwards Lifesciences position peaked at $257K in Q3 2020.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.