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Middleton & Co’s Edwards Lifesciences EW Stock Holding History

Middleton & Co’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
-3,073
Closed -$239K – 165
2025
Q3 		$239K Buy
+3,073
New +$240K 0.03% 151
2024
Q4 		– Sell
-3,588
Closed -$237K – 162
2024
Q3 		$237K Hold
3,588
– – 0.03% 146
2024
Q2 		$331K Sell
3,588
-200
-5% -$17.7K 0.04% 125
2024
Q1 		$362K Sell
3,788
-200
-5% -$16.8K 0.04% 134
2023
Q4 		$304K Hold
3,988
– – 0.04% 129
2023
Q3 		$276K Hold
3,988
– – 0.04% 128
2023
Q2 		$376K Sell
3,988
-1,732
-30% -$151K 0.05% 120
2023
Q1 		$473K Hold
5,720
– – 0.07% 107
2022
Q4 		$427K Buy
5,720
+2,485
+77% +$192K 0.06% 116
2022
Q3 		$267K Hold
3,235
– – 0.04% 133
2022
Q2 		$308K Sell
3,235
-100
-3% -$10.4K 0.04% 132
2022
Q1 		$393K Sell
3,335
-50
-1% -$5.61K 0.04% 133
2021
Q4 		$439K Hold
3,385
– – 0.04% 126
2021
Q3 		$383K Buy
+3,385
New +$386K 0.04% 129
2021
Q1 		– Sell
-3,660
Closed -$334K – 153
2020
Q4 		$334K Buy
+3,660
New +$304K 0.04% 127
2020
Q3 		– Sell
-4,106
Closed -$284K – 142
2020
Q2 		$284K Sell
4,106
-46
-1% -$3.27K 0.04% 130
2020
Q1 		$261K Sell
4,152
-87
-2% -$6.27K 0.05% 129
2019
Q4 		$330K Buy
4,239
+960
+29% +$75K 0.05% 122
2019
Q3 		$240K Hold
3,279
– – 0.04% 134
2019
Q2 		$202K Hold
3,279
– – 0.03% 138
2019
Q1 		$209K Buy
+3,279
New +$187K 0.03% 135

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Middleton & Co's EW Position: Q4 2025 in Review

Middleton & Co sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 3,073 shares — an estimated $239K sold.

Middleton & Co first reported a position in EW in Q1 2019 and held it in 21 quarters. The position peaked at $473K in Q1 2023. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Middleton & Co reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Middleton & Co sold 3,073 Edwards Lifesciences shares in Q4 2025, an estimated $239K.
  • Middleton & Co first reported a position in Edwards Lifesciences in Q1 2019 and held it in 21 quarters.
  • Middleton & Co's Edwards Lifesciences position peaked at $473K in Q1 2023.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Middleton & Co's 13F filing for Q4 2025, filed 29 Jan 2026.