Evelyn Partners Investment Management (Europe) LTD Purchases in Q3 2025

Evelyn Partners Investment Management (Europe) LTD

  • $289 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
60
New
$126.64 - $135.65 $7.6K - $8.14K
60 $8.14M
Ferguson Enterprises Inc
306
+ 76.31%
N/A
707 $159M
XLRE
Select Sector Spdr Tr Real Est

ETFs
58
New
$40.94 - $42.85 $2.37K - $2.49K
58 $2.44M
AMD
Advanced Micro Devices Inc

Technology
54
+ 117.39%
$134.8 - $184.42 $7.28K - $9.96K
100 $16.2M
Veralto Corp
32
+ 15.24%
N/A
242 $25.8M
OXYWS
Occidental Pete Corp Wt Exp 08
7
New
N/A
7 $179K
Gran Tierra Energy Inc
1
New
N/A
1 $4K
ABT
Abbott Laboratories

Healthcare
250
+ 58.82%
$120.51 - $136.62 $30.1K - $34.2K
675 $90.4M
MAR
Marriott International Inc

Consumer Cyclical
130
+ 14.94%
$255.35 - $282.87 $33.2K - $36.8K
1K $260M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
127
+ 5.71%
$25.5 - $35.2 $3.24K - $4.47K
2.35K $60M
LHX
L3 Harris Technologies, Inc.

Industrials
328
+ 24.72%
$252.18 - $305.41 $82.7K - $100K
1.66K $505M
MCD
Mcdonalds Corp

Consumer Cyclical
4.59K
+ 71.65%
$291.67 - $316.99 $1.34M - $1.46M
11K $3.34B
ISRG
Intuitive Surgical Inc

Healthcare
53
+ 5.67%
$433.66 - $544.47 $23K - $28.9K
987 $441M
CL
Colgate Palmolive CO

Consumer Defensive
805
+ 9.75%
$79.36 - $93.33 $63.9K - $75.1K
9.06K $724M
UNH
Unitedhealth Group Inc

Healthcare
2.01K
+ 145.82%
$237.77 - $353.61 $477K - $710K
3.39K $1.17B
Ge Healthcare Technologies I
10K
+ 351.72%
N/A
12.8K $964M
GOOGL
Alphabet Inc.

Communication Services
14.6K
+ 54.3%
$174.36 - $254.72 $2.54M - $3.71M
41.4K $10.1B
CRM
Salesforce, Inc.

Technology
17
+ 0.35%
$231.66 - $273.65 $3.94K - $4.65K
4.87K $1.15B
PG
Procter & Gamble CO

Consumer Defensive
2.81K
+ 126.99%
$150.47 - $161.22 $423K - $454K
5.03K $773M
NFLX
Netflix Inc

Communication Services
49
+ 1.99%
$1147.87 - $1297.18 $56.2K - $63.6K
2.51K $3.01B
ZTS
Zoetis Inc.

Healthcare
1.81K
+ 185.64%
$141.13 - $159.19 $255K - $288K
2.79K $408M
DIS
Walt Disney CO

Communication Services
40
+ 1.31%
$112.25 - $124.0 $4.49K - $4.96K
3.11K $356M
AMZN
Amazon Com Inc

Consumer Cyclical
13.6K
+ 121.59%
$211.65 - $238.24 $2.88M - $3.25M
24.8K $5.45B
SYK
Stryker Corp

Healthcare
1.75K
+ 167.05%
$368.57 - $403.53 $646K - $708K
2.8K $1.04B
V
Visa Inc.

Financial Services
5.81K
+ 156.26%
$332.09 - $358.86 $1.93M - $2.08M
9.53K $3.25B
MA
Mastercard Inc

Financial Services
4.64K
+ 55.48%
$550.18 - $598.96 $2.56M - $2.78M
13K $7.4B
MSFT
Microsoft Corp

Technology
7.11K
+ 30.55%
$491.09 - $535.64 $3.49M - $3.81M
30.4K $15.7B
Activity Summary
Buys All Purchases 128 New Holdings 85 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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