Evelyn Partners Investment Management Services LTD Sells in Q3 2025

Evelyn Partners Investment Management Services LTD

  • $745 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-2.15K
- 69.83%
$181.46 - $212.2 $391K - $457K
930 $184M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5.61K
- 81.52%
$25.5 - $35.2 $143K - $198K
1.27K $32.4M
AXP
American Express CO

Financial Services
-129
- 70.11%
$294.27 - $342.31 $38K - $44.2K
55 $18.3M
MSTR
Microstrategy Inc

Technology
-14.3K
- 99.95%
$300.7 - $455.9 $4.29M - $6.51M
7 $2.26M
KMB
Kimberly Clark Corp

Consumer Defensive
-875
- 81.4%
$121.72 - $136.77 $107K - $120K
200 $24.9M
BDX
Becton Dickinson & CO

Healthcare
-893
- 20.22%
$172.41 - $199.66 $154K - $178K
3.52K $660M
JXN
Jackson Financial Inc.

Financial Services
-1.57K
- 78.29%
$84.06 - $103.8 $132K - $163K
436 $44.1M
NFLX
Netflix Inc

Communication Services
-538
- 35.65%
$1147.87 - $1297.18 $618K - $698K
971 $1.16B
HRI
Herc Holdings Inc

Industrials
-840
- 76.71%
$110.5 - $149.88 $92.8K - $126K
255 $29.7M
KHC
Kraft Heinz CO

Consumer Defensive
-2.67K
- 75.87%
$25.63 - $28.94 $68.5K - $77.3K
850 $22.1M
CSCO
Cisco Systems, Inc.

Technology
-818
- 10.69%
$66.2 - $71.79 $54.2K - $58.7K
6.83K $468M
WM
Waste Management Inc

Industrials
-124
- 13.57%
$213.88 - $237.1 $26.5K - $29.4K
790 $174M
BRO
Brown & Brown, Inc.

Financial Services
-260
- 10.05%
$90.88 - $108.93 $23.6K - $28.3K
2.33K $218M
BX
Blackstone Inc.

Financial Services
-4.23K
- 93.84%
$152.77 - $188.68 $647K - $798K
278 $47.5M
IDXX
Idexx Laboratories Inc

Healthcare
-544
- 89.33%
$514.61 - $682.78 $280K - $371K
65 $41.5M
XOM
Exxon Mobil Corp

Energy
-590
- 5.22%
$105.83 - $117.22 $62.4K - $69.2K
10.7K $1.21B
T
At&T Inc.

Communication Services
-1.4K
- 49.61%
$26.94 - $29.62 $37.7K - $41.5K
1.42K $40.2M
ASML
Asml Holding Nv

Technology
-94
- 61.44%
$689.63 - $968.09 $64.8K - $91K
59 $57.1M
OTIS
Otis Worldwide Corp

Industrials
-113
- 11.59%
$84.93 - $101.07 $9.6K - $11.4K
862 $78.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-26
- 19.12%
$159.87 - $247.68 $4.16K - $6.44K
110 $19.6M
LMT
Lockheed Martin Corp

Industrials
-2
- 1.54%
$410.74 - $499.21 $821 - $998
128 $63.9M
FICO
Fair Isaac Corp

Technology
-55
- 53.4%
$1311.26 - $1869.83 $72.1K - $103K
48 $71.8M
RYAAY
Ryanair Holdings PLC

Industrials
-222
- 31.62%
$55.19 - $66.72 $12.3K - $14.8K
480 $28.9M
NVO
Novo Nordisk A S

Healthcare
-360
- 26.77%
$45.38 - $71.7 $16.3K - $25.8K
985 $54.7M
PCT
Pure Cycle Technologies, Inc.

Industrials
-1.06K
- 9.46%
$12.21 - $16.92 $12.9K - $17.9K
10.1K $133M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-45
- 9.68%
$196.15 - $217.83 $8.83K - $9.8K
420 $84.6M
VTRS
Viatris Inc

Healthcare
-1.07K
- 33.24%
$8.74 - $10.69 $9.33K - $11.4K
2.15K $21.2M
MRNA
Moderna, Inc.

Healthcare
-185
- 37.83%
$23.51 - $34.67 $4.35K - $6.41K
304 $7.85M
ADM
Archer Daniels Midland CO

Consumer Defensive
-309
- 43.58%
$53.54 - $64.21 $16.5K - $19.8K
400 $23.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.11K
- 3.6%
$404.94 - $499.99 $448K - $553K
29.7K $14.4B
SAP
Sap Se

Technology
-83
- 52.2%
$252.42 - $311.93 $21K - $25.9K
76 $20.3M
Super Micro Computer Inc
-1.57K
- 51.48%
N/A
1.48K $71M
ENPH
Enphase Energy, Inc.

Technology
-47
- 18.5%
$30.11 - $42.97 $1.42K - $2.02K
207 $7.33M
EMBC
Embecta Corp.

Healthcare
-892
- 95.91%
$9.58 - $15.31 $8.55K - $13.7K
38 $536K
UA
Under Armour Inc Cl C

Consumer Cyclical
-63
- 20.0%
$4.66 - $6.93 $294 - $437
252 $1.22M
ESAB
Esab Corp

Industrials
-19
- 29.23%
$108.14 - $134.17 $2.05K - $2.55K
46 $5.14M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-80
- 44.94%
$13.6 - $15.52 $1.09K - $1.24K
98 $1.44M
STT
State Street Corp

Financial Services
-30
- 8.33%
$102.01 - $117.25 $3.06K - $3.52K
330 $38.3M
SHEL
Shell PLC

Energy
-624
- 77.81%
$69.82 - $73.93 $43.6K - $46.1K
178 $12.7M
COP
Conocophillips

Energy
-364
- 82.92%
$91.0 - $98.99 $33.1K - $36K
75 $7.09M
Veralto Corp
-13
- 7.88%
N/A
152 $16.2M
OXY
Occidental Petroleum Corp

Energy
-51
- 16.94%
$42.54 - $48.1 $2.17K - $2.45K
250 $11.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-18
- 4.99%
$10.78 - $19.82 $194 - $357
343 $6.7M
KEYS
Keysight Technologies, Inc.

Technology
-6.13K
- 96.69%
$158.51 - $178.15 $972K - $1.09M
210 $36.7M
A
Agilent Technologies, Inc.

Healthcare
-11
- 4.51%
$112.04 - $128.75 $1.23K - $1.42K
233 $29.9M
CC
Chemours CO

Basic Materials
-46
- 4.51%
$11.5 - $17.53 $529 - $806
975 $15.4M
RIOT
Riot Blockchain, Inc.

Technology
-9
- 1.75%
$11.03 - $19.78 $99.3 - $178
504 $9.59M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-8
- 1.57%
$89.32 - $107.82 $715 - $863
502 $54.1M
KLAC
Kla Corp

Technology
-1
- 1.75%
$843.9 - $1078.6 $844 - $1.08K
56 $60.4M
Activity Summary
Buys All Purchases 137 New Holdings 80 Increased Positions 57 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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