Evelyn Partners Asset Management LTD Purchases in Q3 2025

Evelyn Partners Asset Management LTD

  • $443 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
12
New
$932.44 - $1059.49 $11.2K - $12.7K
12 $11.4M
SCHW
Schwab Charles Corp

Financial Services
103
+ 28.3%
$91.03 - $98.69 $9.38K - $10.2K
467 $44.6M
LIT
Global X Fds Global X Lithium

ETFs
200
New
$38.41 - $56.85 $7.68K - $11.4K
200 $11.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
107
+ 23.52%
$167.28 - $188.45 $17.9K - $20.2K
562 $94.7M
SHW
Sherwin Williams CO

Basic Materials
32
New
$330.88 - $375.23 $10.6K - $12K
32 $11.1M
NOW
Service Now, Inc.

Technology
36
+ 17.31%
$850.86 - $1044.69 $30.6K - $37.6K
244 $225M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
33
New
$284.45 - $324.95 $9.39K - $10.7K
33 $10.6M
ALL
Allstate Corp

Financial Services
48
New
$192.0 - $214.65 $9.22K - $10.3K
48 $10.3M
SAP
Sap Se

Technology
38
New
$252.42 - $311.93 $9.59K - $11.9K
38 $10.2M
UBER
Uber Technologies, Inc

Technology
103
New
$86.91 - $99.57 $8.95K - $10.3K
103 $10.1M
MRK
Merck & Co., Inc.

Healthcare
118
New
$77.6 - $87.37 $9.16K - $10.3K
118 $9.9M
MSI
Motorola Solutions, Inc.

Technology
21
New
$408.73 - $490.3 $8.58K - $10.3K
21 $9.6M
MKL
Markel Corp

Financial Services
5
New
$1898.34 - $2031.8 $9.49K - $10.2K
5 $9.56M
PANW
Palo Alto Networks Inc

Technology
46
New
$167.06 - $208.19 $7.68K - $9.58K
46 $9.37M
JCI
Johnson Controls International PLC

Industrials
84
New
$103.24 - $111.73 $8.67K - $9.39K
84 $9.24M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
New
$196.15 - $217.83 $8.83K - $9.8K
45 $9.07M
IWN
Ishares Russell2000 Val ETF

ETFs
50
New
$157.1 - $178.94 $7.86K - $8.95K
50 $8.84M
HLN
Haleon PLC

Healthcare
971
New
$8.72 - $10.35 $8.47K - $10K
971 $8.71M
MET
Metlife Inc

Financial Services
98
New
$73.82 - $82.37 $7.23K - $8.07K
98 $8.07M
ECL
Ecolab Inc.

Basic Materials
29
+ 116.0%
$259.39 - $285.47 $7.52K - $8.28K
54 $14.8M
BIO
Bio Rad Laboratories, Inc.

Healthcare
27
New
$241.95 - $303.82 $6.53K - $8.2K
27 $7.57M
HUBS
Hubspot Inc

Technology
16
New
$420.79 - $560.9 $6.73K - $8.97K
16 $7.49M
VGLT
Vanguard Long Term Treasury Et

ETFs
126
New
$54.21 - $57.41 $6.83K - $7.23K
126 $7.16M
TTD
Trade Desk, Inc.

Technology
142
New
$43.93 - $89.76 $6.24K - $12.7K
142 $6.96M
HON
Honeywell International Inc

Industrials
44
+ 41.9%
$207.7 - $240.4 $9.14K - $10.6K
149 $31.4M
NFLX
Netflix Inc

Communication Services
30
+ 14.29%
$1147.87 - $1297.18 $34.4K - $38.9K
240 $288M
VEU
Vanguard Ftse All World Ex Us

ETFs
90
New
$66.38 - $71.68 $5.97K - $6.45K
90 $6.42M
OKE
Oneok Inc

Energy
87
New
$71.36 - $83.47 $6.21K - $7.26K
87 $6.35M
KMI
Kinder Morgan, Inc.

Energy
209
New
$26.23 - $28.5 $5.48K - $5.96K
209 $5.92M
VMC
Vulcan Materials CO

Basic Materials
18
New
$260.62 - $307.62 $4.69K - $5.54K
18 $5.54M
Linde PLC New Shs Isin#Ie000 S9 Ys762
11
New
N/A
11 $5.23M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
74
New
N/A
74 $4.95M
TMUS
T Mobile Us, Inc.

Communication Services
20
New
$226.02 - $259.01 $4.52K - $5.18K
20 $4.79M
COP
Conocophillips

Energy
44
+ 200.0%
$91.0 - $98.99 $4K - $4.36K
66 $6.24M
KRBN
Kraneshares Global Carbon Stra

Technology
128
New
$29.76 - $33.35 $3.81K - $4.27K
128 $4.15M
AON
Aon PLC

Financial Services
11
New
$350.91 - $375.27 $3.86K - $4.13K
11 $3.92M
ITW
Illinois Tool Works Inc

Industrials
15
New
$252.31 - $269.41 $3.78K - $4.04K
15 $3.91M
CVX
Chevron Corp

Energy
25
New
$145.57 - $161.83 $3.64K - $4.05K
25 $3.88M
Thomson Reuters Corp Registered Shs Isin#Ca8849038085
23
New
N/A
23 $3.57M
DOCU
Docusign, Inc.

Technology
45
New
$67.14 - $85.01 $3.02K - $3.83K
45 $3.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
New
$182.33 - $194.5 $2.19K - $2.33K
12 $2.33M
ELV
Elevance Health, Inc.

Healthcare
8
+ 200.0%
$274.66 - $395.76 $2.2K - $3.17K
12 $3.88M
MPC
Marathon Petroleum Corp

Energy
12
New
$158.59 - $198.69 $1.9K - $2.38K
12 $2.31M
IQLT
Ishares Msci Intl Quality Fact

ETFs
50
New
$41.43 - $44.2 $2.07K - $2.21K
50 $2.21M
AMT
American Tower Corp

Real Estate
53
+ 18.47%
$192.32 - $232.35 $10.2K - $12.3K
340 $65.4M
ALC
Alcon Inc

Healthcare
20
New
$73.24 - $92.22 $1.46K - $1.84K
20 $1.49M
CMCSA
Comcast Corp

Communication Services
134
+ 15.97%
$31.41 - $36.33 $4.21K - $4.87K
973 $30.6M
OPTT
Ocean Power Technologies, Inc.

Industrials
2
New
$0.47 - $0.84 $0.94 - $1.68
2 $117K
CRM
Salesforce, Inc.

Technology
19
+ 6.07%
$231.66 - $273.65 $4.4K - $5.2K
332 $78.7M
Activity Summary
Buys All Purchases 200 New Holdings 145 Increased Positions 55 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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