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 Q3	$1.53M	Sell	17,679 -375	-2%	-$33.3K	0.52%	59
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McCarter Private Wealth Services's EW Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Edwards Lifesciences (EW) stake by 2.1% in Q3 2026, selling an estimated $33.3K and leaving 17,679 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #59.

McCarter Private Wealth Services first reported a position in EW in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.51M in Q4 2024. 326 funds tracked by Wall St. Rank hold EW as of Q3 2026.

McCarter Private Wealth Services held 17,679 shares of Edwards Lifesciences worth $1.53M as of Q3 2026.
McCarter Private Wealth Services sold 375 Edwards Lifesciences shares in Q3 2026, an estimated $33.3K.
Edwards Lifesciences made up 0.52% of McCarter Private Wealth Services's portfolio in Q3 2026, its #59 holding.
McCarter Private Wealth Services first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Edwards Lifesciences position peaked at $3.51M in Q4 2024.
326 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.