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
$29.2B
$80.5 Million 0.01% of portfolio
136
Q2 2025 Reduced 88.67%
$78.8B
$84.7 Million 0.01% of portfolio
370
Q2 2025 Added 374.36%
$210B
$50.2 Million 0.01% of portfolio
201
Q2 2025 Reduced 99.22%
$54.3B
$76.2 Million 0.01% of portfolio
609
Q2 2025 Added 375.78%
$9.19B
$62.1 Million 0.01% of portfolio
850
Q2 2025 New
$3.54B
$106 Million 0.01% of portfolio
1,095
Q2 2025 Added 193.57%
$21.5B
$55 Million 0.01% of portfolio
175
Q2 2025 Added 28.68%
$113B
$83 Million 0.01% of portfolio
130
Q2 2025 Added 2,500.0%
$23.6B
$39.2 Million 0.01% of portfolio
136
Q2 2025 Reduced 98.35%
$33.3B
$87.8 Million 0.01% of portfolio
103
Q2 2025 Reduced 98.37%
$118B
$94.2 Million 0.01% of portfolio
75
Q2 2025 Added 158.62%
$101B
$91.9 Million 0.01% of portfolio
465
Q2 2025 Reduced 88.85%
$19.7B
$59.8 Million 0.01% of portfolio
361
Q2 2025 Reduced 94.48%
$45.7B
$62.8 Million 0.01% of portfolio
166
Q2 2025 Added 95.29%
Cooper Cos Inc
-
$41.7 Million 0.01% of portfolio
-
Q2 2025 Reduced 94.4%
$69.2B
$28.1 Million 0.0% of portfolio
80
Q2 2025 Reduced 83.16%
$1.38B
$11.5 Million 0.0% of portfolio
1,142
Q2 2025 New
$152B
$14 Million 0.0% of portfolio
50
Q2 2025 New
$8.42B
$28.5 Million 0.0% of portfolio
475
Q2 2025 Added 5,837.5%
$18.8B
$8.95 Million 0.0% of portfolio
435
Q1 2025 New
$45.5B
$1.52 Million 0.0% of portfolio
178
Q2 2025 Added 157.97%
$32.2B
$28 Million 0.0% of portfolio
709
Q2 2025 New
$314B
$417,000 0.0% of portfolio
2
Q2 2025 Reduced 98.82%
$5.22B
$17 Million 0.0% of portfolio
300
Q2 2025 New
$4.56B
$8.22 Million 0.0% of portfolio
254
Q2 2025 Reduced 44.54%
$1.62B
$1.44 Million 0.0% of portfolio
30
Q2 2025 Reduced 99.82%
$18.4B
$8.05 Million 0.0% of portfolio
480
Q2 2025 Reduced 48.61%
$16.9B
$8.63 Million 0.0% of portfolio
98
Q2 2025 New
$302B
$27.3 Million 0.0% of portfolio
910
Q2 2025 New
Vitesse Energy Inc
-
$6.63 Million 0.0% of portfolio
-
Q1 2025 New
$8.28B
$25.8 Million 0.0% of portfolio
595
Q2 2025 New
$35.1B
$419,000 0.0% of portfolio
34
Q2 2025 New
$12.3B
$28.3 Million 0.0% of portfolio
3,213
Q2 2025 Added 6.99%
$530M
$9.01 Million 0.0% of portfolio
388
Q2 2025 New
$34.7B
$27.5 Million 0.0% of portfolio
244
Q2 2025 Reduced 98.36%
Veralto Corp
-
$15.4 Million 0.0% of portfolio
-
Q2 2025 Added 17.02%
$29.2B
$4.65 Million 0.0% of portfolio
361
Q2 2025 Added 60.44%
$6.76B
$5.55 Million 0.0% of portfolio
65
Q2 2025 Reduced 89.73%
$10.4B
$6.91 Million 0.0% of portfolio
290
Q2 2025 Reduced 76.4%
$63.8B
$22.3 Million 0.0% of portfolio
16
Q2 2025 Reduced 96.0%
$86.2B
$7.59 Million 0.0% of portfolio
23
Q1 2025 New
$13.6B
$8.11 Million 0.0% of portfolio
98
Q2 2025 Reduced 63.7%
$949M
$1.72 Million 0.0% of portfolio
251
Q2 2025 Reduced 88.84%
$1.2B
$1.64 Million 0.0% of portfolio
315
Q2 2025 Reduced 93.73%
$182B
$20.1 Million 0.0% of portfolio
3,150
Q2 2025 New
Grail Inc
-
$1.9 Million 0.0% of portfolio
-
Q2 2025 New
$797M
$1.4 Million 0.0% of portfolio
930
Q2 2025 Added 1,077.22%
Astera Labs Inc
-
$9.23 Million 0.0% of portfolio
-
Q2 2025 Added 112.6%
$4.12B
$3.75 Million 0.0% of portfolio
81
Q2 2025 Reduced 99.73%

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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