McCarter Private Wealth Services’s Edwards Lifesciences EW Stock Holding History

McCarter Private Wealth Services’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	$1.5M	Sell	18,679 -7,703	-29%	-$635K	0.65%	47
2025 Q4	$2.25M	Sell	26,382 -15,913	-38%	-$1.31M	1.01%	28
2025 Q3	$3.29M	Sell	42,295 -752	-2%	-$58.8K	1.68%	20
2025 Q2	$3.37M	Sell	43,047 -3,903	-8%	-$291K	1.93%	14
2025 Q1	$3.4M	Sell	46,950 -445	-0.9%	-$31.9K	2.23%	17
2024 Q4	$3.51M	Buy	47,395 +397	+0.8%	+$27.8K	2.23%	14
2024 Q3	$3.1M	Buy	+46,998	New	+$3.41M	1.96%	16

Other funds holding EW

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

McCarter Private Wealth Services's EW Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Edwards Lifesciences (EW) stake by 29% in Q1 2026, selling an estimated $635K and leaving 18,679 shares worth $1.5M. The position accounts for 0.65% of the portfolio, ranked #47.

McCarter Private Wealth Services first reported a position in EW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q4 2024. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

McCarter Private Wealth Services held 18,679 shares of Edwards Lifesciences worth $1.5M as of Q1 2026.
McCarter Private Wealth Services sold 7,703 Edwards Lifesciences shares in Q1 2026, an estimated $635K.
Edwards Lifesciences made up 0.65% of McCarter Private Wealth Services's portfolio in Q1 2026, its #47 holding.
McCarter Private Wealth Services first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Edwards Lifesciences position peaked at $3.51M in Q4 2024.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.