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
MS
Morgan Stanley

Financial Services
-2.59K
- 93.49%
$99.83 - $140.86 $258K - $364K
180 $26.1M
VMC
Vulcan Materials CO

Basic Materials
-1.78K
- 89.89%
$226.49 - $276.01 $403K - $491K
200 $52.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10.1K
- 90.48%
$99.37 - $134.05 $1.01M - $1.36M
1.07K $53.1M
STT
State Street Corp

Financial Services
-1.8K
- 83.33%
$75.33 - $106.34 $136K - $191K
360 $38.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-8.11K
- 98.35%
$225.56 - $335.19 $1.83M - $2.72M
136 $39.2M
UPS
United Parcel Service Inc

Industrials
-384
- 96.0%
$91.92 - $110.2 $35.3K - $42.3K
16 $22.3M
COF
Capital One Financial Corp

Financial Services
-1.03K
- 80.28%
$150.57 - $212.76 $156K - $220K
254 $55.4M
TTD
Trade Desk, Inc.

Technology
-349
- 65.11%
$45.27 - $79.4 $15.8K - $27.7K
187 $38.2M
KLAC
Kla Corp

Technology
-107K
- 99.95%
$576.53 - $902.94 $61.7M - $96.6M
57 $50.2M
FSLR
First Solar, Inc.

Technology
-6.17K
- 94.48%
$120.38 - $192.98 $743K - $1.19M
361 $59.8M
SE
Sea LTD

Consumer Cyclical
-19
- 32.2%
$105.57 - $170.4 $2.01K - $3.24K
40 $25.1M
IBM
International Business Machines Corp

Technology
-25.5K
- 99.22%
$221.03 - $294.78 $5.63M - $7.51M
201 $50.2M
TXN
Texas Instruments Inc

Technology
-28.1K
- 91.36%
N/A
2.66K $647M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.18K
- 96.93%
$151.62 - $183.47 $331K - $400K
69 $367M
AXP
American Express CO

Financial Services
-3.13K
- 94.44%
$231.39 - $318.98 $723K - $997K
184 $176M
CVX
Chevron Corp

Energy
-7.3K
- 97.53%
$133.73 - $168.51 $976K - $1.23M
185 $372M
AVGO
Broadcom Inc.

Technology
-2.79M
- 99.89%
$146.29 - $275.65 $408M - $768M
3K $154M
EL
Estee Lauder Companies Inc

Consumer Defensive
-455
- 78.45%
$50.06 - $80.8 $22.8K - $36.8K
125 $107M
FCX
Freeport Mcmoran Inc

Basic Materials
-8.66K
- 93.33%
$29.15 - $44.46 $253K - $385K
619 $517M
MU
Micron Technology Inc

Technology
-3.46K
- 77.24%
$64.72 - $127.91 $224K - $443K
1.02K $457M
ROP
Roper Technologies Inc

Industrials
-4.13K
- 97.98%
$519.19 - $590.78 $2.14M - $2.44M
85 $306M
INTU
Intuit Inc

Technology
-44.1K
- 65.57%
$544.07 - $787.63 $24M - $34.7M
23.2K $11B
NKE
Nike, Inc.

Consumer Cyclical
-9.06K
- 33.74%
$53.27 - $72.04 $482K - $652K
17.8K $1.31B
CDNS
Cadence Design Systems Inc

Technology
-10.7K
- 66.92%
$231.64 - $323.08 $2.48M - $3.46M
5.3K $1.93B
ISRG
Intuitive Surgical Inc

Healthcare
-45.2K
- 63.37%
$451.58 - $565.94 $20.4M - $25.6M
26.1K $12.4B
Ferguson Enterprises Inc
-7.86K
- 66.62%
N/A
3.94K $4.99B
SYK
Stryker Corp

Healthcare
-97.9K
- 50.75%
$337.37 - $395.63 $33M - $38.7M
95K $35.9B
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