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
$15.3B
$24.6 Million 0.0% of portfolio
123
Q2 2025 New
$1.88B
$11.7 Million 0.0% of portfolio
1,021
Q2 2025 Reduced 58.55%
$2.3B
$436,000 0.0% of portfolio
605
Q2 2025 Added 802.99%
Liberty Media Corp Del
-
$3.57 Million 0.0% of portfolio
-
Q2 2025 Reduced 98.71%
$6.32B
$9.08 Million 0.0% of portfolio
144
Q2 2025 New
$29.1M
$1,000 0.0% of portfolio
1
Q2 2025 Reduced 99.93%
$41.1B
$10.5 Million 0.0% of portfolio
301
Q2 2025 Added 90.51%
$147B
$21 Million 0.0% of portfolio
199
Q2 2025 Added 165.33%
$4.09B
$1.97 Million 0.0% of portfolio
526
Q2 2025 Reduced 99.67%
$2.96B
$17 Million 0.0% of portfolio
703
Q2 2025 Added 29.94%
$7.47B
$490,000 0.0% of portfolio
98
Q2 2025 Reduced 82.41%
$120B
$6.74 Million 0.0% of portfolio
439
Q2 2025 Added 441.98%
$472M
$8.43 Million 0.0% of portfolio
194
Q1 2025 New
Microbot Med Inc
-
$2,000 0.0% of portfolio
-
Q1 2025 New
$10B
$13.5 Million 0.0% of portfolio
489
Q2 2025 Reduced 65.51%
$59.7B
$20.4 Million 0.0% of portfolio
125
Q2 2025 Reduced 93.75%
$502M
$306,000 0.0% of portfolio
25
Q2 2025 Reduced 99.6%
$258B
$12.5 Million 0.0% of portfolio
802
Q2 2025 Reduced 91.53%
$233B
$13.3 Million 0.0% of portfolio
185
Q2 2025 Reduced 6.09%
$25.8B
$15.2 Million 0.0% of portfolio
200
Q2 2025 New
$97.8B
$25.1 Million 0.0% of portfolio
40
Q2 2025 Reduced 32.2%
$89.6B
$11.7 Million 0.0% of portfolio
604
Q2 2025 Reduced 42.03%
$323B
$23.1 Million 0.0% of portfolio
159
Q2 2025 Added 144.62%
$121B
$9.53 Million 0.0% of portfolio
229
Q2 2025 Added 13.93%
$6.14B
$12.9 Million 0.0% of portfolio
232
Q2 2025 New
Atlanta Braves Hldgs Inc
-
$1.4 Million 0.0% of portfolio
-
Q2 2025 New
$6B
$17 Million 0.0% of portfolio
750
Q1 2025 New
$5.08B
$8.48 Million 0.0% of portfolio
750
Q2 2025 Reduced 86.24%
$1.91B
$5.7 Million 0.0% of portfolio
513
Q2 2025 Reduced 92.32%
$102B
$7.88 Million 0.0% of portfolio
132
Q2 2025 Added 4.76%
$4.56B
$375,000 0.0% of portfolio
54
Q2 2025 New
$13.7B
$5.93 Million 0.0% of portfolio
818
Q2 2025 Reduced 83.91%
$29.9B
$34.4 Million 0.0% of portfolio
6,343
Q2 2025 Added 570.51%
$250B
$26.1 Million 0.0% of portfolio
180
Q2 2025 Reduced 93.49%

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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