Rossmore Private Capital’s Edwards Lifesciences EW Stock Holding History

Rossmore Private Capital’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	$1.42M	Sell	17,772 -78	-0.4%	-$6.43K	0.12%	116
2025 Q4	$1.52M	Sell	17,850 -690	-4%	-$56.6K	0.14%	112
2025 Q3	$1.44M	Sell	18,540 -10	-0.1%	-$781	0.16%	104
2025 Q2	$1.45M	Sell	18,550 -31	-0.2%	-$2.31K	0.17%	104
2025 Q1	$1.35M	Sell	18,581 -263	-1%	-$18.8K	0.17%	102
2024 Q4	$1.4M	Sell	18,844 -10	-0.1%	-$700	0.17%	98
2024 Q3	$1.24M	Sell	18,854 -500	-3%	-$36.3K	0.15%	108
2024 Q2	$1.79M	Sell	19,354 -241	-1%	-$21.3K	0.23%	82
2024 Q1	$1.87M	Sell	19,595 -140	-0.7%	-$11.8K	0.25%	82
2023 Q4	$1.5M	Sell	19,735 -10	-0.1%	-$696	0.21%	92
2023 Q3	$1.37M	Sell	19,745 -66	-0.3%	-$5.3K	0.21%	89
2023 Q2	$1.87M	Hold	19,811	–	–	0.28%	73
2023 Q1	$1.64M	Sell	19,811 -3,200	-14%	-$252K	0.26%	78
2022 Q4	$1.58M	Sell	23,011 -10	-0%	-$771	0.25%	79
2022 Q3	$1.9M	Hold	23,021	–	–	0.34%	71
2022 Q2	$2.19M	Hold	23,021	–	–	0.38%	65
2022 Q1	$2.71M	Hold	23,021	–	–	0.42%	64
2021 Q4	$2.98M	Sell	23,021 -70	-0.3%	-$8.16K	0.47%	59
2021 Q3	$2.61M	Sell	23,091 -254	-1%	-$29K	0.45%	60
2021 Q2	$2.42M	Sell	23,345 -265	-1%	-$25K	0.41%	61
2021 Q1	$1.98M	Hold	23,610	–	–	0.37%	67
2020 Q4	$2.15M	Sell	23,610 -618	-3%	-$51.3K	0.44%	61
2020 Q3	$1.93M	Buy	+24,228	New	+$1.89M	0.45%	61
2020 Q2	–	Sell	-17,082	Closed	-$1.07M	–	172
2020 Q1	$1.07M	Buy	+17,082	New	+$1.23M	0.37%	67

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

Rossmore Private Capital's EW Position: Q1 2026 in Review

Rossmore Private Capital reduced its Edwards Lifesciences (EW) stake by 0.44% in Q1 2026, selling an estimated $6.43K and leaving 17,772 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #116.

Rossmore Private Capital first reported a position in EW in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.98M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Rossmore Private Capital held 17,772 shares of Edwards Lifesciences worth $1.42M as of Q1 2026.
Rossmore Private Capital sold 78 Edwards Lifesciences shares in Q1 2026, an estimated $6.43K.
Edwards Lifesciences made up 0.12% of Rossmore Private Capital's portfolio in Q1 2026, its #116 holding.
Rossmore Private Capital first reported a position in Edwards Lifesciences in Q1 2020 and has held it in 24 quarters since.
Rossmore Private Capital's Edwards Lifesciences position peaked at $2.98M in Q4 2021.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.