EW β€” EDWARDS LIFESCIENCES CORP

Ownership history in MIDDLETON & CO INC/MA  Β·  21 quarters on record

AI Ownership Summary

MIDDLETON & CO INC/MA reported EDWARDS LIFESCIENCES CORP (EW) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows EW at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MIDDLETON & CO INC/MA'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 Q3

EW was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How MIDDLETON & CO INC/MA held EW β€” position size vs. price
% of Fund (quarterly)    EW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,073 -515 -14.4% 0.03% $239K 2025-10-29 $82.69
2024 Q3 UNCHANGED 3,588 β€” 0% 0.03% $237K 2024-10-23 $70.61
2024 Q2 REDUCED 3,588 -200 -5.3% 0.04% $331K 2024-08-12 $65.54
2024 Q1 REDUCED 3,788 -200 -5.0% 0.04% $362K 2024-05-14 $86.46
2023 Q4 UNCHANGED 3,988 β€” 0% 0.04% $304K 2024-02-13 $86.26
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MIDDLETON & CO INC/MA and EW

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

How long has MIDDLETON & CO INC/MA reported owning EW?

MIDDLETON & CO INC/MA reported EW across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EW position in MIDDLETON & CO INC/MA's portfolio?

The largest reported portfolio weight for EW was 0.04% in 2024 Q1.

What is the latest reported EW position on this page?

The most recent filing on this page is 2025 Q3, when MIDDLETON & CO INC/MA reported 3,073 shares, equal to 0.03% of portfolio, with an estimated market value of $239K.

What does the chart on this EW ownership page compare?

The chart compares MIDDLETON & CO INC/MA'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.

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