Evelyn Partners Investment Management (Europe) LTD Reduced Holdings in Q2 2025

Evelyn Partners Investment Management (Europe) LTD

  • $133 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-6.75K
- 83.06%
$274.35 - $599.47 $1.85M - $4.05M
1.38K $1.34B
Ge Healthcare Technologies I
-14.1K
- 83.26%
N/A
2.84K $1.18B
CL
Colgate Palmolive CO

Consumer Defensive
-6.78K
- 45.11%
$87.57 - $96.0 $594K - $651K
8.26K $823M
PEP
Pepsico Inc

Consumer Defensive
-121
- 4.32%
$128.02 - $151.37 $15.5K - $18.3K
2.68K $530M
CRM
Salesforce, Inc.

Technology
-932
- 16.12%
$236.26 - $291.15 $220K - $271K
4.85K $1.48B
KO
Coca Cola CO

Consumer Defensive
-3.4K
- 34.34%
$68.37 - $73.9 $233K - $251K
6.5K $549M
ABBV
Abb Vie Inc.

Healthcare
-170
- 8.81%
$170.16 - $206.27 $28.9K - $35.1K
1.76K $327M
CVX
Chevron Corp

Energy
-6.07K
- 81.16%
$133.73 - $168.51 $812K - $1.02M
1.41K $207M
CAT
Caterpillar Inc

Industrials
-5.79K
- 96.66%
$273.94 - $388.21 $1.59M - $2.25M
200 $77.6M
SBUX
Starbucks Corp

Consumer Cyclical
-28
- 4.61%
$79.69 - $99.41 $2.23K - $2.78K
580 $53.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-65
- 2.84%
$32.56 - $35.71 $2.12K - $2.32K
2.23K $73.5M
NIO
Nio Inc.

Consumer Cyclical
-508
- 12.84%
$3.14 - $4.31 $1.6K - $2.19K
3.45K $17.2M
TMUS
T Mobile Us, Inc.

Communication Services
-4.76K
- 99.17%
$220.99 - $268.54 $1.05M - $1.28M
40 $9.54M
MO
Altria Group, Inc.

Consumer Defensive
-14.1K
- 95.41%
$55.56 - $60.91 $783K - $859K
678 $39.7M
MRK
Merck & Co., Inc.

Healthcare
-5
- 5.38%
$73.47 - $87.12 $367 - $436
88 $6.89M
PFE
Pfizer Inc

Healthcare
-18K
- 96.64%
$21.59 - $24.84 $389K - $447K
625 $15.1M
OGN
Organon & Co.

Healthcare
-11
- 32.35%
$8.04 - $14.72 $88.4 - $162
23 $222K
Veralto Corp
-15
- 6.67%
N/A
210 $24.4M
VMC
Vulcan Materials CO

Basic Materials
-636
- 90.47%
$226.49 - $276.01 $144K - $176K
67 $17.5M
AMT
American Tower Corp

Real Estate
-1.2K
- 53.06%
$203.96 - $228.19 $244K - $273K
1.06K $234M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-8.21K
- 92.25%
$30.7 - $44.12 $252K - $362K
690 $30M
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.69K
- 84.23%
$50.06 - $80.8 $84.8K - $137K
317 $25.6M
Blackrock Inc
-188
- 58.2%
N/A
135 $142M
NEM
Newmont Corp

Basic Materials
-11.2K
- 87.03%
$44.18 - $59.46 $494K - $664K
1.67K $131M
MKL
Markel Corp

Financial Services
-159K
- 99.85%
$1678.5 - $1997.36 $267M - $318M
238 $436M
Ferguson Enterprises Inc
-91
- 18.5%
N/A
401 $154M
ISRG
Intuitive Surgical Inc

Healthcare
-2.53K
- 73.03%
$451.58 - $565.94 $1.14M - $1.43M
934 $536M
HON
Honeywell International Inc

Industrials
-37K
- 91.8%
$182.86 - $232.88 $6.77M - $8.63M
3.31K $771M
LHX
L3 Harris Technologies, Inc.

Industrials
-11.6K
- 89.69%
$200.21 - $256.99 $2.31M - $2.97M
1.33K $558M
PANW
Palo Alto Networks Inc

Technology
-2.12K
- 77.63%
$152.44 - $204.64 $323K - $433K
610 $665M
CDNS
Cadence Design Systems Inc

Technology
-1.35K
- 87.52%
$231.64 - $323.08 $312K - $435K
192 $681M
NDAQ
Nasdaq, Inc.

Financial Services
-35.6K
- 79.8%
$66.4 - $89.42 $2.36M - $3.18M
9.01K $1.56B
META
Meta Platforms, Inc.

Communication Services
-186
- 13.11%
$484.66 - $738.09 $90.1K - $137K
1.23K $1.3B
PG
Procter & Gamble CO

Consumer Defensive
-1.52K
- 40.61%
$157.66 - $172.39 $239K - $261K
2.22K $1.24B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3.68K
- 89.94%
$4164.15 - $5789.24 $15.3M - $21.3M
412 $2.25B
JPM
Jpmorgan Chase & CO

Financial Services
-6.45K
- 51.87%
$210.28 - $289.91 $1.36M - $1.87M
5.99K $4.23B
ZTS
Zoetis Inc.

Healthcare
-2.18K
- 69.08%
$144.41 - $170.3 $315K - $371K
975 $1.06B
GS
Goldman Sachs Group Inc

Financial Services
-1.02K
- 33.19%
$462.22 - $707.75 $472K - $723K
2.06K $2.92B
NVDA
Nvidia Corp

Technology
-8.83K
- 54.12%
$94.31 - $157.99 $832K - $1.39M
7.48K $4.12B
V
Visa Inc.

Financial Services
-6.4K
- 63.26%
$308.27 - $373.31 $1.97M - $2.39M
3.72K $5.24B
SYK
Stryker Corp

Healthcare
-31.5K
- 96.77%
$337.37 - $395.63 $10.6M - $12.5M
1.05K $2.83B
MA
Mastercard Inc

Financial Services
-5.66K
- 40.33%
$479.92 - $590.74 $2.72M - $3.34M
8.37K $9.84B
Activity Summary
Buys All Purchases 48 New Holdings 2 Increased Positions 46 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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