Montag & Caldwell’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
90,353
+1,940
| +2% | +$145K | 1.55% | 29 |
|
|
2025
Q1 | $6.41M | Sell |
88,413
-3,446
| -4% | -$247K | 1.49% | 29 |
|
|
2024
Q4 | $6.8M | Sell |
91,859
-9,332
| -9% | -$653K | 1.45% | 28 |
|
|
2024
Q3 | $6.68M | Sell |
101,191
-83,359
| -45% | -$6.06M | 1.36% | 28 |
|
|
2024
Q2 | $17M | Sell |
184,550
-46,850
| -20% | -$4.15M | 3.44% | 9 |
|
|
2024
Q1 | $22.1M | Buy |
231,400
+14,333
| +7% | +$1.2M | 3.81% | 6 |
|
|
2023
Q4 | $16.6M | Sell |
217,067
-160,811
| -43% | -$11.2M | 2.89% | 18 |
|
|
2023
Q3 | $26.2M | Buy |
377,878
+72,686
| +24% | +$5.84M | 3.36% | 11 |
|
|
2023
Q2 | $28.8M | Sell |
305,192
-3,381
| -1% | -$294K | 3.51% | 8 |
|
|
2023
Q1 | $25.5M | Sell |
308,573
-641
| -0.2% | -$50.4K | 3.43% | 10 |
|
|
2022
Q4 | $23.1M | Buy |
309,214
+118,346
| +62% | +$9.12M | 3.35% | 11 |
|
|
2022
Q3 | $15.8M | Buy |
190,868
+95,740
| +101% | +$9.21M | 2.34% | 20 |
|
|
2022
Q2 | $9.05M | Sell |
95,128
-91,986
| -49% | -$9.52M | 1.31% | 29 |
|
|
2022
Q1 | $22M | Sell |
187,114
-2,000
| -1% | -$224K | 2.45% | 22 |
|
|
2021
Q4 | $24.5M | Sell |
189,114
-22,880
| -11% | -$2.67M | 2.36% | 22 |
|
|
2021
Q3 | $24M | Sell |
211,994
-6,091
| -3% | -$695K | 2.21% | 23 |
|
|
2021
Q2 | $22.6M | Sell |
218,085
-12,464
| -5% | -$1.17M | 2.04% | 28 |
|
|
2021
Q1 | $19.3M | Sell |
230,549
-183,165
| -44% | -$15.5M | 1.76% | 30 |
|
|
2020
Q4 | $37.5M | Buy |
413,714
+14,434
| +4% | +$1.2M | 2.07% | 27 |
|
|
2020
Q3 | $31.9M | Sell |
399,280
-8,581
| -2% | -$670K | 1.94% | 29 |
|
|
2020
Q2 | $28.2M | Sell |
407,861
-96,028
| -19% | -$6.82M | 1.87% | 28 |
|
|
2020
Q1 | $31.7M | Sell |
503,889
-69,867
| -12% | -$5.04M | 2.1% | 27 |
|
|
2019
Q4 | $44.6M | Sell |
573,756
-27,351
| -5% | -$2.14M | 2.13% | 25 |
|
|
2019
Q3 | $44.1M | Sell |
601,107
-9,918
| -2% | -$697K | 2.27% | 25 |
|
|
2019
Q2 | $37.6M | Sell |
611,025
-12,201
| -2% | -$738K | 1.94% | 28 |
|
|
2019
Q1 | $39.7M | Sell |
623,226
-53,919
| -8% | -$3.08M | 2.07% | 26 |
|
|
2018
Q4 | $34.6M | Sell |
677,145
-418,905
| -38% | -$21.2M | 1.89% | 29 |
|
|
2018
Q3 | $63.6M | Sell |
1,096,050
-613,665
| -36% | -$30M | 2.48% | 24 |
|
|
2018
Q2 | $83M | Sell |
1,709,715
-1,094,589
| -39% | -$51.1M | 3.3% | 13 |
|
|
2018
Q1 | $130M | Buy |
2,804,304
+110,619
| +4% | +$4.8M | 4.74% | 2 |
|
|
2017
Q4 | $101M | Sell |
2,693,685
-287,505
| -10% | -$10.6M | 3.18% | 13 |
|
|
2017
Q3 | $109M | Sell |
2,981,190
-191,013
| -6% | -$7.29M | 3.34% | 12 |
|
|
2017
Q2 | $125M | Sell |
3,172,203
-298,350
| -9% | -$10.9M | 3.69% | 9 |
|
|
2017
Q1 | $109M | Sell |
3,470,553
-892,437
| -20% | -$27.9M | 3.12% | 18 |
|
|
2016
Q4 | $136M | Buy |
4,362,990
+4,322,556
| +10,690% | +$140M | 3.29% | 19 |
|
|
2016
Q3 | $1.63M | Buy |
40,434
+3,837
| +10% | +$145K | 0.03% | 33 |
|
|
2016
Q2 | $1.22M | Buy |
36,597
+60
| +0.2% | +$2.05K | 0.02% | 42 |
|
|
2016
Q1 | $1.07M | Buy |
36,537
+17,103
| +88% | +$472K | 0.02% | 44 |
|
|
2015
Q4 | $512K | Buy |
19,434
+342
| +2% | +$8.88K | 0.01% | 74 |
|
|
2015
Q3 | $452K | Buy |
19,092
+480
| +3% | +$11.6K | 0.01% | 76 |
|
|
2015
Q2 | $442K | Buy |
+18,612
| New | +$420K | 0.01% | 85 |
|
|
2013
Q3 | – | Sell |
-58,770
| Closed | -$658K | – | 99 |
|
|
2013
Q2 | $658K | Buy |
+58,770
| New | +$696K | ﹤0.01% | 82 |
|
Other funds holding EW
Montag & Caldwell's EW Position: Q2 2025 in Review
Montag & Caldwell increased its Edwards Lifesciences (EW) stake by 2.2% in Q2 2025, buying an estimated $145K and bringing the position to 90,353 shares worth $7.07M. The position accounts for 1.55% of the portfolio, ranked #29.
Montag & Caldwell first reported a position in EW in Q2 2013 and has held it in 42 quarters since. The position peaked at $136M in Q4 2016. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.
- Montag & Caldwell held 90,353 shares of Edwards Lifesciences worth $7.07M as of Q2 2025.
- Montag & Caldwell bought 1,940 Edwards Lifesciences shares in Q2 2025, an estimated $145K.
- Edwards Lifesciences made up 1.55% of Montag & Caldwell's portfolio in Q2 2025, its #29 holding.
- Montag & Caldwell first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 42 quarters since.
- Montag & Caldwell's Edwards Lifesciences position peaked at $136M in Q4 2016.
- 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.
Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.