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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

EW holding history

Edwards Lifesciences Corp in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EW overviewAll 13F holders of EWFull Q2 2025 holdings

Shares (Q2 2025)
90,353
Value
$7.07M
% of portfolio
1.5%
Quarters held
18
Since Q1 2021
Holdings of EW by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202590,353$7.07M1.5%+1,940+2.2%AddedHolders
Q1 202588,413$6.41M1.5%−3,446−3.8%ReducedHolders
Q4 202491,859$6.80M1.5%−9,332−9.2%ReducedHolders
Q3 2024101,191$6.68M1.4%−83,359−45.2%ReducedHolders
Q2 2024184,550$17.0M3.4%−46,850−20.2%ReducedHolders
Q1 2024231,400$22.1M3.8%+14,333+6.6%AddedHolders
Q4 2023217,067$16.6M2.9%−160,811−42.6%ReducedHolders
Q3 2023377,878$26.2M3.4%+72,686+23.8%AddedHolders
Q2 2023305,192$28.8M3.5%−3,381−1.1%ReducedHolders
Q1 2023308,573$25.5M3.4%−641−0.2%ReducedHolders
Q4 2022309,214$23.1M3.3%+118,346+62.0%AddedHolders
Q3 2022190,868$15.8M2.3%+95,740+100.6%AddedHolders
Q2 202295,128$9.05M1.3%−91,986−49.2%ReducedHolders
Q1 2022187,114$22.0M2.5%−2,000−1.1%ReducedHolders
Q4 2021189,114$24.5M2.4%−22,880−10.8%ReducedHolders
Q3 2021211,994$24.0M2.2%−6,091−2.8%ReducedHolders
Q2 2021218,085$22.6M2.0%−12,464−5.4%ReducedHolders
Q1 2021230,549$19.3M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.