Evelyn Partners Investment Management Services LTD Portfolio Holdings

Evelyn Partners Investment Management Services LTD

  • $745 Billion
  • Q3 2025

Evelyn Partners Investment Management Services LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $745 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53.5B, Alphabet Inc. with a value of $42.8B, Amazon Com Inc with a value of $39.4B, Visa Inc. with a value of $32.7B, and Stryker Corp with a value of $25.3B.

Examining the 13F form we can see an decrease of $5.7B in the current position value, from $751B to 745B.

Evelyn Partners Investment Management Services LTD is based out at London,

Below you can find more details about Evelyn Partners Investment Management Services LTD portfolio as well as his latest detailed transactions.

Portfolio value $745 Billion
Technology: $144 Billion
Financial Services: $142 Billion
Healthcare: $92.6 Billion
Consumer Cyclical: $85.8 Billion
Communication Services: $84.1 Billion
Consumer Defensive: $47.8 Billion
Basic Materials: $41.3 Billion
ETFs: $34 Billion
Other: $37.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$12.7 Million 0.0% of portfolio
178
Q3 2025 Reduced 77.81%
$98.6B
$14.2 Million 0.0% of portfolio
150
Q3 2025 New
$114B
$8.91 Million 0.0% of portfolio
135
Q3 2025 Added 2.27%
$78.9B
$14.8 Million 0.0% of portfolio
185
Q3 2025 New
Microbot Med Inc
-
$3,000 0.0% of portfolio
-
Q1 2025 New
$113B
$7.09 Million 0.0% of portfolio
75
Q3 2025 Reduced 82.92%
$9.69B
$7.85 Million 0.0% of portfolio
304
Q3 2025 Reduced 37.83%
$423M
$6.67 Million 0.0% of portfolio
194
Q1 2025 New
$270B
$29.4 Million 0.0% of portfolio
185
Q3 2025 Added 2.78%
$190B
$27.4 Million 0.0% of portfolio
270
Q4 2024 Added 186.67%
$1.79B
$15.4 Million 0.0% of portfolio
975
Q3 2025 Reduced 4.51%
Cenovus Energy Inc
-
$198,000 0.0% of portfolio
-
Q3 2025 New
$35B
$3.41 Million 0.0% of portfolio
201
Q3 2025 New
$291B
$30.1 Million 0.0% of portfolio
63
Q4 2024 Added 238.1%
$39.8B
$11.8 Million 0.0% of portfolio
250
Q3 2025 Reduced 16.94%
$277B
$21 Million 0.0% of portfolio
274
Q4 2024 Reduced 30.66%

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $745 Billion
  • Prior Value $751 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 80 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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