MCCARTER PRIVATE WEALTH SERVICES LLC EW — EDWARDS LIFESCIENCES CORP

Ownership history in MCCARTER PRIVATE WEALTH SERVICES LLC  ·  6 quarters on record

AI Ownership Summary

MCCARTER PRIVATE WEALTH SERVICES LLC reported EDWARDS LIFESCIENCES CORP (EW) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.23% in 2025 Q1. The latest visible filing shows EW at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCCARTER PRIVATE WEALTH SERVICES LLC's position in EDWARDS LIFESCIENCES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EW was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EW stock page MCCARTER PRIVATE WEALTH SERVICES LLC fund profile MCCARTER PRIVATE WEALTH SERVICES LLC full holdings
How MCCARTER PRIVATE WEALTH SERVICES LLC held EW — position size vs. price
% of Fund (quarterly)    EW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37.6% -6.1% ✅ 26,382 -15,913 -37.6% 1.01% $2.2M 2026-02-14 (Est.) $75.87
2025 Q3 REDUCED — — — 42,295 -752 -1.7% 1.68% $3.3M 2025-10-22 $76.84
2025 Q2 REDUCED 8.3% -1.3% ✅ 43,047 -3,903 -8.3% 1.93% $3.4M 2025-08-04 $80.09
2025 Q1 REDUCED — — — 46,950 -445 -0.9% 2.23% $3.4M 2025-05-14 $76.75
2024 Q4 ADDED — — — 47,395 +397 +0.8% 2.23% $3.5M 2025-02-14 $76.19
2024 Q3 INITIATED — — — 46,998 — — 1.96% $3.1M 2024-11-14 $66.16

🏢 Other funds also holding EW

As of 2026 Q1 — sorted by position size

2Xideas AG 3Y 11.05% Seilern Investment Management Ltd 6.59% WORMSER FRERES GESTION 5.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 4.75% AMIRAL GESTION 4.29% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 3.28% Haven Capital Group, Inc. 3.27% Triodos Investment Management BV 3Y 7Y 3.04% Manitou Investment Management Ltd. 3Y 7Y 2.92% Atle Fund Management AB 3Y 7Y 2.67%

FAQ About MCCARTER PRIVATE WEALTH SERVICES LLC and EW

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCCARTER PRIVATE WEALTH SERVICES LLC reported owning EW?

MCCARTER PRIVATE WEALTH SERVICES LLC reported EW across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported EW position in MCCARTER PRIVATE WEALTH SERVICES LLC's portfolio?

The largest reported portfolio weight for EW was 2.23% in 2025 Q1.

What is the latest reported EW position on this page?

The most recent filing on this page is 2025 Q4, when MCCARTER PRIVATE WEALTH SERVICES LLC reported 26,382 shares, equal to 1.01% of portfolio, with an estimated market value of $2.2M.

What does the chart on this EW ownership page compare?

The chart compares MCCARTER PRIVATE WEALTH SERVICES LLC's quarterly EW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCCARTER PRIVATE WEALTH SERVICES LLC time their EW position?

Based on 13F filing dates vs. subsequent EW price moves, MCCARTER PRIVATE WEALTH SERVICES LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EW relative to SPY over the holding period was -1.3%.

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