Evelyn Partners Investment Management Services LTD Portfolio Holdings

Evelyn Partners Investment Management Services LTD

  • $751 Billion
  • Q2 2025

Evelyn Partners Investment Management Services LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $751 Billion distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.8B, Amazon Com Inc with a value of $51.8B, Visa Inc. with a value of $42.5B, Alphabet Inc. with a value of $40.6B, and Berkshire Hathaway Inc Class B with a value of $36.4B.

Examining the 13F form we can see an increase of $175B in the current position value, from $576B to 751B.

Evelyn Partners Investment Management Services LTD is based out at London,

Below you can find more details about Evelyn Partners Investment Management Services LTD portfolio as well as his latest detailed transactions.

Portfolio value $751 Billion
Technology: $167 Billion
Financial Services: $147 Billion
Healthcare: $113 Billion
Consumer Cyclical: $101 Billion
Communication Services: $89.7 Billion
Consumer Defensive: $64.1 Billion
Industrials: $32.2 Billion
Basic Materials: $4.82 Billion
Other: $10.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$1.72 Billion 0.23% of portfolio
1,820
Q2 2025 Added 12,900.0%
$105B
$1.74 Billion 0.23% of portfolio
16,628
Q2 2025 Reduced 0.37%
$91.4B
$1.7 Billion 0.23% of portfolio
3,378
Q2 2025 Added 2,602.4%
$90.6B
$1.66 Billion 0.22% of portfolio
5,354
Q2 2025 Added 13.99%
$690B
$1.53 Billion 0.2% of portfolio
2,003
Q2 2025 Reduced 3.7%
$67.1B
$1.53 Billion 0.2% of portfolio
22,701
Q2 2025 Added 238.82%
$97.9B
$1.45 Billion 0.19% of portfolio
5,153
Q2 2025 Added 152.23%
$24.9B
$1.43 Billion 0.19% of portfolio
7,280
Q2 2025 New
$60B
$1.45 Billion 0.19% of portfolio
6,031
Q2 2025 Added 493.02%
$476B
$1.24 Billion 0.17% of portfolio
11,305
Q2 2025 Added 89.71%
$190B
$1.27 Billion 0.17% of portfolio
1,406
Q2 2025 Added 153.33%
$537B
$1.25 Billion 0.17% of portfolio
1,509
Q2 2025 Added 93.96%
$87.6B
$1.31 Billion 0.17% of portfolio
17,781
Q2 2025 Reduced 33.74%
$141B
$1.18 Billion 0.16% of portfolio
6,608
Q2 2025 Added 34,678.95%
$88.9B
$1.04 Billion 0.14% of portfolio
2,010
Q2 2025 Added 336.96%
Blackrock Inc
-
$943 Million 0.13% of portfolio
-
Q2 2025 Added 334.17%
$77.9B
$968 Million 0.13% of portfolio
14,323
Q2 2025 Added 10,431.62%
Ge Vernova Inc
-
$797 Million 0.11% of portfolio
-
Q2 2025 Added 236.77%
$321B
$786 Million 0.1% of portfolio
2,917
Q2 2025 Added 62.33%
$1.4T
$774 Million 0.1% of portfolio
2,557
Q2 2025 Added 229.09%
$52.5B
$779 Million 0.1% of portfolio
4,417
Q2 2025 Added 147.04%
$72B
$741 Million 0.1% of portfolio
7,126
Q2 2025 New
$145B
$775 Million 0.1% of portfolio
3,474
Q2 2025 Added 2,679.2%
Ge Healthcare Technologies I
-
$667 Million 0.09% of portfolio
-
Q2 2025 Added 53.98%
$177B
$647 Million 0.09% of portfolio
2,659
Q2 2025 Reduced 91.36%
$14.4B
$576 Million 0.08% of portfolio
2,250
Q1 2025 New
$182B
$516 Million 0.07% of portfolio
12,021
Q2 2025 Added 100.62%
$416B
$559 Million 0.07% of portfolio
1,497
Q2 2025 Added 50.15%
$53.1B
$517 Million 0.07% of portfolio
619
Q2 2025 Reduced 93.33%
$233B
$506 Million 0.07% of portfolio
4,839
Q2 2025 Added 13,341.67%
$395B
$552 Million 0.07% of portfolio
2,825
Q2 2025 Added 67.76%
$278B
$521 Million 0.07% of portfolio
7,651
Q2 2025 Added 14.43%
$134B
$482 Million 0.06% of portfolio
20,701
Q2 2025 Added 589.34%
$178B
$457 Million 0.06% of portfolio
1,020
Q2 2025 Reduced 77.24%
$28B
$391 Million 0.05% of portfolio
5,304
Q2 2025 Added 420.0%
$93.8B
$367 Million 0.05% of portfolio
69
Q2 2025 Reduced 96.93%
$306B
$372 Million 0.05% of portfolio
185
Q2 2025 Reduced 97.53%
$135B
$355 Million 0.05% of portfolio
3,083
Q2 2025 Added 6,906.82%
$249B
$357 Million 0.05% of portfolio
834
Q2 2025 Added 1,535.29%
$48.9B
$288 Million 0.04% of portfolio
4,645
Q2 2025 Reduced 4.23%
$253B
$264 Million 0.04% of portfolio
106
Q2 2025 Reduced 99.49%
$39.8B
$332 Million 0.04% of portfolio
887
Q2 2025 Reduced 63.5%
$53.1B
$306 Million 0.04% of portfolio
85
Q2 2025 Reduced 97.98%
$26.3B
$254 Million 0.03% of portfolio
2,586
Q2 2025 Added 3,092.59%
$12.2B
$216 Million 0.03% of portfolio
2,080
Q2 2025 Added 1,036.61%
$53.1B
$198 Million 0.03% of portfolio
111
Q2 2025 Reduced 88.87%
$25.7B
$224 Million 0.03% of portfolio
82
Q2 2025 Added 105.0%
$36.4B
$191 Million 0.03% of portfolio
6,884
Q2 2025 Added 283.94%
$90.1B
$210 Million 0.03% of portfolio
914
Q2 2025 Reduced 1.3%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $751 Billion
  • Prior Value $576 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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