Evelyn Partners Investment Management LLP Purchases in Q3 2025

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
86.3K
New
$32.37 - $37.31 $2.79M - $3.22M
86.3K $2.96B
TD
Toronto Dominion Bank

Financial Services
34.1K
New
$72.55 - $79.95 $2.47M - $2.72M
34.1K $2.72B
SHOP
Shopify Inc.

Technology
17.4K
New
$112.11 - $157.12 $1.95M - $2.74M
17.4K $2.59B
Aptiv PLC
29.4K
New
N/A
29.4K $2.53B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.56K
New
$617.65 - $666.84 $2.2M - $2.37M
3.56K $2.37B
LOGI
Logitech International S.A.

Technology
21.3K
New
$89.67 - $113.08 $1.91M - $2.41M
21.3K $2.33B
COIN
Coinbase Global, Inc.

Technology
1.22K
+ 19.8%
$297.99 - $419.78 $363K - $512K
7.38K $2.49B
Canadian Pacific Kansas City
30.1K
New
N/A
30.1K $2.24B
Arista Networks Inc
5.82K
+ 15.59%
N/A
43.1K $6.28B
WMB
Williams Companies, Inc.

Energy
17.5K
+ 38.1%
$56.52 - $64.01 $992K - $1.12M
63.6K $4.03B
URTH
Ishares Msci World ETF

ETFs
8.5K
New
$168.96 - $181.71 $1.44M - $1.54M
8.5K $1.54B
MRK
Merck & Co., Inc.

Healthcare
9.18K
+ 59.73%
$77.6 - $87.37 $713K - $802K
24.6K $2.06B
CME
Cme Group Inc.

Financial Services
6.72K
+ 32.27%
$258.83 - $287.1 $1.74M - $1.93M
27.5K $7.44B
RTX
Raytheon Technologies Corp

Industrials
9.01K
New
$144.19 - $167.33 $1.3M - $1.51M
9.01K $1.51B
SPOT
Spotify Technology S.A.

Communication Services
2.07K
New
$620.01 - $738.53 $1.28M - $1.53M
2.07K $1.45B
IVV
Ishares Core S&P 500 ETF

ETFs
2.04K
New
$620.67 - $670.08 $1.27M - $1.37M
2.04K $1.37B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.2K
New
$102.4 - $103.88 $1.35M - $1.37M
13.2K $1.36B
CSCO
Cisco Systems, Inc.

Technology
21.3K
+ 16.16%
$66.2 - $71.79 $1.41M - $1.53M
153K $10.5B
SHW
Sherwin Williams CO

Basic Materials
1.12K
+ 12.58%
$330.88 - $375.23 $371K - $420K
10K $3.47B
UBS
Ubs Group Ag

Financial Services
28.9K
New
$33.77 - $42.38 $975K - $1.22M
28.9K $1.18B
NFLX
Netflix Inc

Communication Services
4.71K
+ 42.88%
$1147.87 - $1297.18 $5.4M - $6.1M
15.7K $18.8B
ABT
Abbott Laboratories

Healthcare
15K
+ 31.29%
$120.51 - $136.62 $1.81M - $2.05M
63K $8.44B
Thomson Reuters Corp
6.46K
New
N/A
6.46K $1B
ALC
Alcon Inc

Healthcare
12.8K
New
$73.24 - $92.22 $939K - $1.18M
12.8K $954M
CCJ
Cameco Corp

Energy
11.4K
New
$70.47 - $86.89 $801K - $988K
11.4K $954M
PANW
Palo Alto Networks Inc

Technology
14.1K
+ 55.01%
$167.06 - $208.19 $2.36M - $2.94M
39.8K $8.11B
BEP
Brookfield Renewable Partners L.P.

Utilities
33.6K
New
$24.32 - $27.58 $818K - $928K
33.6K $867M
WTW
Willis Towers Watson PLC

Financial Services
2.41K
New
$301.83 - $345.45 $728K - $833K
2.41K $833M
LHX
L3 Harris Technologies, Inc.

Industrials
4.44K
+ 42.51%
$252.18 - $305.41 $1.12M - $1.36M
14.9K $4.55B
TTE
Total Energies Se

Energy
13.4K
New
N/A
13.4K $802M
AWK
American Water Works Company, Inc.

Utilities
28.9K
+ 86.03%
$135.05 - $147.0 $3.91M - $4.25M
62.6K $8.71B
DHR
Danaher Corp

Healthcare
32.6K
+ 35.88%
$181.46 - $212.2 $5.91M - $6.91M
123K $24.4B
PG
Procter & Gamble CO

Consumer Defensive
22.2K
+ 20.75%
$150.47 - $161.22 $3.34M - $3.58M
129K $19.9B
VGT
Vanguard Information Technolog

ETFs
873
New
$656.44 - $753.15 $573K - $657K
873 $652M
DXJS
Wisdomtree Tr Japan Smallcap H
14.8K
New
N/A
14.8K $618M
AON
Aon PLC

Financial Services
1.68K
New
$350.91 - $375.27 $588K - $629K
1.68K $597M
MCHP
Microchip Technology Inc

Technology
9.16K
New
$60.95 - $75.26 $558K - $689K
9.16K $588M
IWM
Ishares Russell 2000 ETF

ETFs
2.4K
New
$214.92 - $244.84 $515K - $586K
2.4K $579M
YUM
Yum Brands Inc

Consumer Cyclical
3.7K
New
$139.5 - $153.94 $516K - $570K
3.7K $563M
PLD
Prologis, Inc.

Real Estate
17.7K
+ 41.08%
$104.08 - $115.35 $1.85M - $2.05M
60.9K $6.98B
NOW
Service Now, Inc.

Technology
393
+ 21.02%
$850.86 - $1044.69 $334K - $411K
2.26K $2.08B
MLM
Martin Marietta Materials Inc

Basic Materials
202
+ 3.97%
$546.36 - $631.12 $110K - $127K
5.29K $3.33B
MKC
Mccormick & CO Inc

Consumer Defensive
6.22K
New
$64.3 - $77.17 $400K - $480K
6.22K $416M
STE
Steris PLC

Healthcare
1.64K
New
$221.21 - $252.43 $364K - $415K
1.64K $407M
MDT
Medtronic PLC

Healthcare
4.2K
New
$87.67 - $95.74 $369K - $402K
4.2K $400M
SGOL
Abrdn Gold ETF Trust

ETFs
10K
New
$31.18 - $36.81 $312K - $368K
10K $368M
Barrick Mng Corp
10.3K
New
N/A
10.3K $337M
JCI
Johnson Controls International PLC

Industrials
2.99K
New
$103.24 - $111.73 $309K - $334K
2.99K $329M
XYL
Xylem Inc.

Industrials
15
+ 0.37%
$129.67 - $147.5 $1.95K - $2.21K
4.09K $603M
Activity Summary
Buys All Purchases 246 New Holdings 155 Increased Positions 91 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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