Evelyn Partners Investment Management Services LTD Reduced Holdings in Q3 2025

Evelyn Partners Investment Management Services LTD

  • $745 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-26.2K
- 20.22%
$491.09 - $535.64 $12.9M - $14M
103K $53.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29.9K
- 38.87%
$459.11 - $506.91 $13.7M - $15.2M
47K $23.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-65.2K
- 26.68%
$211.65 - $238.24 $13.8M - $15.5M
179K $39.4B
SYK
Stryker Corp

Healthcare
-26.7K
- 28.07%
$368.57 - $403.53 $9.83M - $10.8M
68.3K $25.3B
V
Visa Inc.

Financial Services
-28.7K
- 23.11%
$332.09 - $358.86 $9.55M - $10.3M
95.7K $32.7B
NVDA
Nvidia Corp

Technology
-53.1K
- 29.2%
$153.3 - $186.58 $8.15M - $9.91M
129K $24B
ZTS
Zoetis Inc.

Healthcare
-46.9K
- 41.27%
$141.13 - $159.19 $6.63M - $7.47M
66.8K $9.78B
ADBE
Adobe Inc.

Technology
-19.5K
- 69.09%
$333.65 - $392.1 $6.5M - $7.64M
8.72K $3.07B
DIS
Walt Disney CO

Communication Services
-45.7K
- 23.36%
$112.25 - $124.0 $5.13M - $5.67M
150K $17.2B
PG
Procter & Gamble CO

Consumer Defensive
-29.6K
- 40.7%
$150.47 - $161.22 $4.45M - $4.77M
43.1K $6.63B
WMT
Walmart Inc.

Consumer Defensive
-35.9K
- 78.67%
$94.4 - $104.27 $3.38M - $3.74M
9.72K $1B
INTU
Intuit Inc

Technology
-11.6K
- 50.29%
$646.03 - $807.39 $7.52M - $9.4M
11.5K $7.86B
ISRG
Intuitive Surgical Inc

Healthcare
-5.3K
- 20.27%
$433.66 - $544.47 $2.3M - $2.88M
20.8K $9.31B
AAPL
Apple Inc.

Technology
-31.8K
- 37.29%
$202.38 - $256.87 $6.44M - $8.18M
53.5K $13.6B
MA
Mastercard Inc

Financial Services
-5.37K
- 20.55%
$550.18 - $598.96 $2.95M - $3.21M
20.7K $11.8B
DE
Deere & CO

Industrials
-3.82K
- 89.53%
$457.26 - $524.37 $1.75M - $2M
447 $204M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.74K
- 11.77%
$291.67 - $316.99 $1.96M - $2.14M
50.5K $15.3B
META
Meta Platforms, Inc.

Communication Services
-2.05K
- 7.68%
$695.21 - $791.73 $1.43M - $1.62M
24.7K $18.1B
CL
Colgate Palmolive CO

Consumer Defensive
-18.9K
- 17.14%
$79.36 - $93.33 $1.5M - $1.76M
91.4K $7.31B
UNH
Unitedhealth Group Inc

Healthcare
-9.74K
- 64.27%
$237.77 - $353.61 $2.32M - $3.44M
5.42K $1.87B
MSCI
Msci Inc.

Financial Services
-3.2K
- 64.45%
$526.48 - $588.0 $1.69M - $1.88M
1.77K $1B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-23K
- 11.5%
$60.9 - $70.75 $1.4M - $1.63M
177K $11B
AZO
Autozone Inc

Consumer Cyclical
-63.3K
- 97.84%
$3649.42 - $4354.54 $231M - $276M
1.4K $5.98B
PEP
Pepsico Inc

Consumer Defensive
-10.5K
- 16.21%
$133.81 - $152.16 $1.4M - $1.6M
54.3K $7.62B
NEE
Nextera Energy Inc

Utilities
-19.4K
- 65.04%
$69.77 - $77.54 $1.35M - $1.5M
10.4K $787M
KO
Coca Cola CO

Consumer Defensive
-10.7K
- 11.51%
$65.67 - $71.67 $704K - $768K
82.4K $5.47B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-178
- 5.16%
$5364.25 - $5815.92 $955K - $1.04M
3.27K $17.7B
WMB
Williams Companies, Inc.

Energy
-12.9K
- 90.24%
$56.52 - $64.01 $731K - $827K
1.4K $88.6M
SHW
Sherwin Williams CO

Basic Materials
-1.5K
- 74.58%
$330.88 - $375.23 $496K - $562K
511 $177M
SPGI
S&P Global Inc.

Financial Services
-1.18K
- 8.43%
$484.94 - $564.15 $572K - $665K
12.8K $6.23B
COST
Costco Wholesale Corp

Consumer Defensive
-739
- 40.6%
$915.95 - $994.57 $677K - $735K
1.08K $1B
MKC
Mccormick & CO Inc

Consumer Defensive
-6.55K
- 7.86%
$64.3 - $77.17 $421K - $506K
76.8K $5.14B
Ge Vernova Inc
-2.12K
- 91.67%
N/A
193 $119M
GOOG
Alphabet Inc.

Communication Services
-5.23K
- 41.57%
$175.16 - $255.24 $917K - $1.34M
7.36K $1.79B
UNP
Union Pacific Corp

Industrials
-2.61K
- 75.24%
$214.91 - $237.16 $562K - $620K
860 $203M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.91K
- 74.7%
$293.94 - $444.72 $561K - $849K
647 $288M
PANW
Palo Alto Networks Inc

Technology
-4.59K
- 31.55%
$167.06 - $208.19 $766K - $955K
9.95K $2.03B
NKE
Nike, Inc.

Consumer Cyclical
-5.22K
- 29.36%
$69.24 - $79.24 $362K - $414K
12.6K $876M
CDNS
Cadence Design Systems Inc

Technology
-891
- 16.81%
$309.46 - $373.37 $276K - $333K
4.41K $1.55B
CAT
Caterpillar Inc

Industrials
-771
- 92.45%
$390.92 - $477.15 $301K - $368K
63 $30.1M
Ge Healthcare Technologies I
-4.34K
- 45.43%
N/A
5.21K $391M
PFE
Pfizer Inc

Healthcare
-10.7K
- 51.89%
$23.29 - $25.88 $250K - $278K
9.96K $254M
MKL
Markel Corp

Financial Services
-78
- 95.12%
$1898.34 - $2031.8 $148K - $158K
4 $7.65M
CRM
Salesforce, Inc.

Technology
-1.26K
- 27.29%
$231.66 - $273.65 $292K - $345K
3.36K $796M
JNJ
Johnson & Johnson

Healthcare
-11.9K
- 10.76%
$155.17 - $185.42 $1.84M - $2.2M
98.4K $18.3B
HD
Home Depot, Inc.

Consumer Cyclical
-597
- 39.88%
$357.4 - $423.42 $213K - $253K
900 $365M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.4K
- 23.21%
$265.78 - $299.3 $372K - $419K
4.63K $1.26B
HON
Honeywell International Inc

Industrials
-1.88K
- 28.37%
$207.7 - $240.4 $389K - $451K
4.73K $996M
VZ
Verizon Communications Inc

Communication Services
-4.18K
- 34.75%
$40.84 - $45.06 $171K - $188K
7.84K $345M
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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