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 Q2	$1.63M	Sell	18,054 -625	-3%	-$52.4K	0.56%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

McCarter Private Wealth Services's EW Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Edwards Lifesciences (EW) stake by 3.3% in Q2 2026, selling an estimated $52.4K and leaving 18,054 shares worth $1.63M. The position accounts for 0.56% of the portfolio, ranked #53.

McCarter Private Wealth Services first reported a position in EW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.51M in Q4 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

McCarter Private Wealth Services held 18,054 shares of Edwards Lifesciences worth $1.63M as of Q2 2026.
McCarter Private Wealth Services sold 625 Edwards Lifesciences shares in Q2 2026, an estimated $52.4K.
Edwards Lifesciences made up 0.56% of McCarter Private Wealth Services's portfolio in Q2 2026, its #53 holding.
McCarter Private Wealth Services first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Edwards Lifesciences position peaked at $3.51M in Q4 2024.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.