Evelyn Partners Investment Management LLP Purchases in Q3 2025

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
1.05M
New
N/A
1.05M $126B
GOOGL
Alphabet Inc.

Communication Services
191K
+ 21.84%
$174.36 - $254.72 $33.4M - $48.8M
1.07M $260B
CB
Chubb LTD

Financial Services
259K
New
$265.99 - $289.59 $68.9M - $75M
259K $73.1B
MSFT
Microsoft Corp

Technology
121K
+ 22.21%
$491.09 - $535.64 $59.5M - $64.9M
666K $345B
NVDA
Nvidia Corp

Technology
196K
+ 30.49%
$153.3 - $186.58 $30M - $36.5M
838K $156B
Linde PLC
86.4K
New
N/A
86.4K $41B
AMZN
Amazon Com Inc

Consumer Cyclical
150K
+ 14.23%
$211.65 - $238.24 $31.8M - $35.8M
1.21M $265B
Smurfit Westrock PLC
745K
New
N/A
745K $31.7B
RACE
Ferrari N.V.

Consumer Cyclical
64.4K
New
$436.24 - $517.65 $28.1M - $33.3M
64.4K $31.1B
AAPL
Apple Inc.

Technology
103K
+ 34.83%
$202.38 - $256.87 $20.9M - $26.5M
400K $102B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
762K
New
$30.06 - $36.69 $22.9M - $28M
762K $28B
AEM
Agnico Eagle Mines LTD

Basic Materials
156K
New
$116.14 - $168.56 $18.1M - $26.3M
156K $26.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.9K
+ 7.0%
$459.11 - $506.91 $7.78M - $8.59M
259K $130B
BUR
Burford Capital LTD

Financial Services
1.84M
New
$11.96 - $14.84 $22.1M - $27.4M
1.84M $22B
JPM
Jpmorgan Chase & CO

Financial Services
59K
+ 27.3%
$282.78 - $316.06 $16.7M - $18.6M
275K $86.8B
SYK
Stryker Corp

Healthcare
116K
+ 83.55%
$368.57 - $403.53 $42.8M - $46.9M
255K $94.4B
TMO
Thermo Fisher Scientific Inc.

Healthcare
56.7K
+ 117.92%
$404.94 - $499.99 $23M - $28.4M
105K $50.8B
META
Meta Platforms, Inc.

Communication Services
39.7K
+ 64.6%
$695.21 - $791.73 $27.6M - $31.4M
101K $74.3B
ROP
Roper Technologies Inc

Industrials
28.9K
+ 96.71%
$495.03 - $573.0 $14.3M - $16.6M
58.8K $29.3B
UNH
Unitedhealth Group Inc

Healthcare
69.8K
+ 72.66%
$237.77 - $353.61 $16.6M - $24.7M
166K $57.2B
ACN
Accenture PLC

Technology
49.5K
New
$232.56 - $304.78 $11.5M - $15.1M
49.5K $12.2B
BSX
Boston Scientific Corp

Healthcare
121K
+ 2395.76%
$97.03 - $108.14 $11.8M - $13.1M
127K $12.4B
V
Visa Inc.

Financial Services
181K
+ 103.89%
$332.09 - $358.86 $60.1M - $65M
355K $121B
KO
Coca Cola CO

Consumer Defensive
176K
+ 25.27%
$65.67 - $71.67 $11.5M - $12.6M
870K $57.7B
AZO
Autozone Inc

Consumer Cyclical
6.72K
+ 222.58%
$3649.42 - $4354.54 $24.5M - $29.3M
9.74K $41.8B
BAC
Bank Of America Corp

Financial Services
125K
+ 23.64%
$44.92 - $52.42 $5.62M - $6.56M
654K $33.8B
TJX
Tjx Companies Inc

Consumer Cyclical
39.3K
+ 24.66%
$121.35 - $144.54 $4.77M - $5.68M
199K $28.7B
ETN
Eaton Corp PLC

Industrials
24.5K
New
$342.99 - $392.76 $8.42M - $9.64M
24.5K $9.18B
NDAQ
Nasdaq, Inc.

Financial Services
119K
+ 40.17%
$86.73 - $96.94 $10.3M - $11.6M
416K $36.8B
MA
Mastercard Inc

Financial Services
20K
+ 38.92%
$550.18 - $598.96 $11M - $11.9M
71.2K $40.5B
ISRG
Intuitive Surgical Inc

Healthcare
16.7K
+ 54.35%
$433.66 - $544.47 $7.25M - $9.11M
47.5K $21.2B
JNJ
Johnson & Johnson

Healthcare
31.9K
+ 28.41%
$155.17 - $185.42 $4.95M - $5.91M
144K $26.7B
APH
Amphenol Corp

Technology
14.8K
+ 16.63%
$97.39 - $125.4 $1.44M - $1.85M
104K $12.8B
GS
Goldman Sachs Group Inc

Financial Services
15.9K
+ 53.96%
$696.56 - $806.32 $11.1M - $12.9M
45.5K $36.2B
WPM
Wheaton Precious Metals Corp.

Basic Materials
64.3K
New
$86.72 - $111.84 $5.58M - $7.19M
64.3K $7.19B
NEM
Newmont Corp

Basic Materials
39.6K
+ 25.06%
$57.35 - $85.25 $2.27M - $3.37M
197K $16.6B
GLD
Spdr Gold Trust

ETFs
19.8K
New
$300.96 - $355.47 $5.95M - $7.03M
19.8K $7.03B
Ge Healthcare Technologies I
50.7K
+ 27.09%
N/A
238K $17.9B
WMT
Walmart Inc.

Consumer Defensive
59K
+ 31.18%
$94.4 - $104.27 $5.57M - $6.16M
248K $25.6B
BX
Blackstone Inc.

Financial Services
29.7K
+ 24.92%
$152.77 - $188.68 $4.54M - $5.61M
149K $25.5B
Flutter Entmt PLC
22.5K
New
N/A
22.5K $5.72B
RY
Royal Bank Of Canada

Financial Services
35K
New
$128.46 - $148.6 $4.5M - $5.21M
35K $5.16B
IBKR
Interactive Brokers Group, Inc.

Financial Services
56.7K
+ 45.4%
$56.32 - $68.81 $3.19M - $3.9M
182K $12.5B
INTU
Intuit Inc

Technology
4.25K
+ 21.14%
$646.03 - $807.39 $2.74M - $3.43M
24.3K $16.6B
CVX
Chevron Corp

Energy
15.3K
+ 17.31%
$145.57 - $161.83 $2.23M - $2.48M
104K $16.1B
NEE
Nextera Energy Inc

Utilities
146K
+ 70.26%
$69.77 - $77.54 $10.2M - $11.3M
353K $26.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.44K
New
$546.99 - $602.2 $3.52M - $3.88M
6.44K $3.86B
AVGO
Broadcom Inc.

Technology
8.52K
+ 506.3%
$264.74 - $369.57 $2.25M - $3.15M
10.2K $3.36B
IP
International Paper CO

Consumer Cyclical
65.9K
New
$45.32 - $55.68 $2.99M - $3.67M
65.9K $3.06B
Activity Summary
Buys All Purchases 246 New Holdings 155 Increased Positions 91 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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