Evelyn Partners Investment Management Services LTD Reduced Holdings in Q2 2025

Evelyn Partners Investment Management Services LTD

  • $751 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-17.6K
- 53.67%
$274.35 - $599.47 $4.82M - $10.5M
15.2K $3.66B
AAPL
Apple Inc.

Technology
-14.1K
- 14.13%
$172.42 - $223.89 $2.42M - $3.15M
85.4K $16.6B
WAT
Waters Corp

Healthcare
-34.2K
- 75.65%
$307.71 - $366.67 $10.5M - $12.5M
11K $7.11B
ADP
Automatic Data Processing Inc

Industrials
-35.3K
- 52.53%
$276.76 - $326.81 $9.76M - $11.5M
31.9K $19.6B
ROK
Rockwell Automation, Inc

Industrials
-1.54K
- 63.5%
$218.97 - $332.17 $338K - $513K
887 $332M
LLY
Eli Lilly & CO

Healthcare
-77
- 3.7%
$713.71 - $898.95 $55K - $69.2K
2K $1.53B
FICO
Fair Isaac Corp

Technology
-6.21K
- 98.37%
$1503.62 - $2206.01 $9.33M - $13.7M
103 $87.8M
PLD
Prologis, Inc.

Real Estate
-61
- 0.37%
$89.76 - $112.34 $5.48K - $6.85K
16.6K $1.74B
PM
Philip Morris International Inc.

Consumer Defensive
-20.7K
- 99.49%
$149.23 - $184.95 $3.09M - $3.83M
106 $264M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-205
- 4.23%
$52.21 - $67.1 $10.7K - $13.8K
4.65K $288M
GIS
General Mills Inc

Consumer Defensive
-1.06K
- 88.67%
$50.37 - $60.97 $53.6K - $64.9K
136 $80.5M
OMC
Omnicom Group Inc.

Communication Services
-29.2K
- 96.56%
$69.22 - $79.77 $2.02M - $2.33M
1.04K $75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.71K
- 88.85%
$212.1 - $244.27 $786K - $905K
465 $91.9M
INTC
Intel Corp

Technology
-438
- 42.03%
$18.13 - $22.69 $7.94K - $9.94K
604 $11.7M
Cooper Cos Inc
-9.87K
- 94.4%
N/A
585 $41.7M
ENPH
Enphase Energy, Inc.

Technology
-204
- 44.54%
$34.56 - $62.52 $7.05K - $12.8K
254 $8.22M
OTIS
Otis Worldwide Corp

Industrials
-189
- 16.24%
$90.88 - $104.3 $17.2K - $19.7K
975 $100M
WM
Waste Management Inc

Industrials
-12
- 1.3%
$216.47 - $242.1 $2.6K - $2.91K
914 $210M
EOG
Eog Resources Inc

Energy
-395
- 83.16%
$104.61 - $129.97 $41.3K - $51.3K
80 $28.1M
CC
Chemours CO

Basic Materials
-1.44K
- 58.55%
$9.4 - $13.06 $13.6K - $18.8K
1.02K $11.7M
AZN
Astrazeneca PLC

Healthcare
-12
- 6.09%
$64.87 - $75.0 $778 - $900
185 $13.3M
SHEL
Shell PLC

Energy
-8.67K
- 91.53%
$59.75 - $73.05 $518K - $633K
802 $12.5M
OKTA
Okta, Inc.

Technology
-172
- 63.7%
$91.24 - $127.3 $15.7K - $21.9K
98 $8.11M
MRNA
Moderna, Inc.

Healthcare
-929
- 65.51%
$23.65 - $28.54 $22K - $26.5K
489 $13.5M
ENOV
Enovis Corp

Industrials
-17.1K
- 99.82%
$29.65 - $37.35 $506K - $638K
30 $1.44M
DOCU
Docusign, Inc.

Technology
-4.27K
- 83.91%
$70.35 - $93.84 $300K - $400K
818 $5.93M
NRZ
New Residential Investment Corp.

Real Estate
-4.7K
- 86.24%
N/A
750 $8.48M
BHP
Bhp Group LTD

Basic Materials
-30.1K
- 99.49%
$40.22 - $50.88 $1.21M - $1.53M
155 $7.46M
AVNS
Avanos Medical, Inc.

Healthcare
-6.3K
- 99.6%
$12.03 - $14.52 $75.8K - $91.4K
25 $306K
TMUS
T Mobile Us, Inc.

Communication Services
-168
- 98.82%
$220.99 - $268.54 $37.1K - $45.1K
2 $417K
NIO
Nio Inc.

Consumer Cyclical
-459
- 82.41%
$3.14 - $4.31 $1.44K - $1.98K
98 $490K
OPTT
Ocean Power Technologies, Inc.

Industrials
-1.47K
- 99.93%
$0.33 - $0.58 $486 - $854
1 $1K
BILL
Bill.Com Holdings, Inc.

Technology
-30.2K
- 99.73%
$37.81 - $48.03 $1.14M - $1.45M
81 $3.75M
UA
Under Armour Inc Cl C

Consumer Cyclical
-4.71K
- 93.73%
$4.73 - $6.59 $22.3K - $31K
315 $1.64M
UAA
Under Armour, Inc.

Consumer Cyclical
-2K
- 88.84%
$4.94 - $7.03 $9.88K - $14.1K
251 $1.72M
ESAB
Esab Corp

Industrials
-568
- 89.73%
$104.48 - $130.25 $59.3K - $74K
65 $5.55M
LUMN
Lumen Technologies, Inc.

Communication Services
-159K
- 99.67%
$3.07 - $4.51 $488K - $716K
526 $1.97M
A
Agilent Technologies, Inc.

Healthcare
-14.7K
- 98.36%
$99.29 - $120.52 $1.46M - $1.77M
244 $27.5M
CHK
Chesapeake Energy Corp

Energy
-939
- 76.4%
N/A
290 $6.91M
Liberty Media Corp Del
-3.35K
- 98.71%
N/A
44 $3.57M
KMI
Kinder Morgan, Inc.

Energy
-1.88K
- 93.75%
$25.21 - $29.4 $47.3K - $55.1K
125 $20.4M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-454
- 48.61%
$12.82 - $18.15 $5.82K - $8.24K
480 $8.05M
SYY
Sysco Corp

Consumer Defensive
-13
- 1.12%
$68.0 - $75.91 $884 - $987
1.15K $91M
UL
Unilever PLC

Consumer Defensive
-6.01K
- 87.29%
$57.9 - $65.43 $348K - $393K
875 $53.6M
LHX
L3 Harris Technologies, Inc.

Industrials
-243
- 40.84%
$200.21 - $256.99 $48.7K - $62.4K
352 $97.9M
RSG
Republic Services, Inc.

Industrials
-572
- 58.85%
$227.2 - $258.07 $130K - $148K
400 $98.7M
RIOT
Riot Blockchain, Inc.

Technology
-6.17K
- 92.32%
$6.29 - $11.3 $38.8K - $69.7K
513 $5.7M
NUE
Nucor Corp

Basic Materials
-5.08K
- 94.92%
$103.22 - $131.43 $525K - $668K
272 $38.9M
BRFS
Brf S.A.

Consumer Defensive
-222K
- 93.27%
$3.11 - $4.0 $690K - $887K
16K $58.5M
Activity Summary
Buys All Purchases 148 New Holdings 27 Increased Positions 121 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evelyn Partners Investment Management Services LTD Portfolio

Follow Evelyn Partners Investment Management Services LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evelyn Partners Investment Management Services LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management Services LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email