Evelyn Partners Investment Management LLP Purchases in Q2 2025

Evelyn Partners Investment Management LLP

  • $2.42 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
19K
+ 717.19%
$99.83 - $140.86 $1.9M - $2.67M
21.6K $1.62B
Blackrock Inc
962
+ 320.67%
N/A
1.26K $1.31B
PM
Philip Morris International Inc.

Consumer Defensive
6.84K
+ 5703.33%
$149.23 - $184.95 $1.02M - $1.27M
6.96K $940M
AGCO
Agco Corp

Industrials
2.21K
New
$75.77 - $108.43 $167K - $240K
2.21K $125M
BALL
Ball Corp

Consumer Cyclical
4.64K
New
$44.94 - $56.99 $209K - $265K
4.64K $105M
WDC
Western Digital Corp

Technology
1.42K
+ 115.38%
$30.54 - $63.99 $43.3K - $90.7K
2.65K $284M
BA
Boeing CO

Industrials
2.78K
+ 3198.85%
$136.59 - $217.51 $380K - $605K
2.87K $505M
COF
Capital One Financial Corp

Financial Services
1.29K
New
$150.57 - $212.76 $194K - $274K
1.29K $86.5M
MAR
Marriott International Inc

Consumer Cyclical
346
+ 22.17%
$211.12 - $274.14 $73K - $94.9K
1.91K $521M
ASML
Asml Holding Nv

Technology
68
+ 59.65%
$595.37 - $815.24 $40.5K - $55.4K
182 $146M
ABNB
Airbnb, Inc.

Consumer Cyclical
655
New
$105.69 - $140.64 $69.2K - $92.1K
655 $49.5M
AEP
American Electric Power CO Inc

Utilities
450
New
$98.59 - $109.11 $44.4K - $49.1K
450 $46.7M
Ge Healthcare Technologies I
41.5K
+ 28.46%
N/A
187K $11.5B
AXP
American Express CO

Financial Services
6.07K
+ 1291.7%
$231.39 - $318.98 $1.4M - $1.94M
6.54K $1.26B
ADSK
Autodesk, Inc.

Technology
592
+ 78.1%
N/A
1.35K $272M
VRSK
Verisk Analytics, Inc.

Industrials
267
+ 360.81%
$277.03 - $321.33 $74K - $85.8K
341 $62.6M
UBER
Uber Technologies, Inc

Technology
4.31K
+ 1098.21%
$64.62 - $93.3 $278K - $402K
4.7K $130M
HD
Home Depot, Inc.

Consumer Cyclical
1.17K
+ 217.35%
$335.24 - $380.78 $391K - $444K
1.7K $738M
CSX
Csx Corp

Industrials
17.9K
+ 5298.22%
$26.69 - $32.91 $478K - $589K
18.2K $556M
CTVA
Corteva, Inc.

Basic Materials
584
+ 22.29%
$55.52 - $74.53 $32.4K - $43.5K
3.2K $228M
AMD
Advanced Micro Devices Inc

Technology
4.98K
New
$78.21 - $143.81 $389K - $716K
4.98K $34.8M
AMGN
Amgen Inc

Healthcare
113
New
$262.28 - $309.85 $29.6K - $35K
113 $31.5M
XYL
Xylem Inc.

Industrials
2.19K
+ 116.03%
$102.86 - $129.5 $225K - $283K
4.07K $281M
Lam Research Corp
1.19K
+ 4093.1%
N/A
1.22K $113M
CCK
Crown Holdings Inc

Consumer Cyclical
2.29K
+ 188.24%
$78.47 - $104.45 $180K - $239K
3.51K $180M
AVY
Avery Dennison Corp

Industrials
113
New
$159.58 - $183.97 $18K - $20.8K
113 $19.8M
VRNS
Varonis Systems Inc

Technology
1.79K
+ 13746.15%
$37.96 - $50.93 $67.8K - $91K
1.8K $91.3M
ADP
Automatic Data Processing Inc

Industrials
752
+ 13.52%
$276.76 - $326.81 $208K - $246K
6.32K $1.72B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
30
+ 11.54%
$224.32 - $326.09 $6.73K - $9.78K
290 $81.4M
JXN
Jackson Financial Inc.

Financial Services
8.9K
+ 261.58%
$70.35 - $89.5 $626K - $796K
12.3K $225M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
120
New
$67.83 - $92.33 $8.14K - $11.1K
120 $8.71M
TRMB
Trimble Inc.

Technology
605
+ 605.0%
$55.12 - $75.98 $33.3K - $46K
705 $49.4M
NVS
Novartis Ag

Healthcare
98
+ 28.0%
$101.96 - $121.01 $9.99K - $11.9K
448 $84.7M
BRO
Brown & Brown, Inc.

Financial Services
467
New
$104.48 - $124.43 $48.8K - $58.1K
467 $6.32M
CAT
Caterpillar Inc

Industrials
2.17K
+ 36.28%
$273.94 - $388.21 $595K - $843K
8.16K $996M
LNN
Lindsay Corp

Industrials
15
+ 6.52%
$116.32 - $144.25 $1.74K - $2.16K
245 $35.4M
ARES
Ares Management Corp

Financial Services
30
+ 23.44%
$118.04 - $175.83 $3.54K - $5.27K
158 $27.3M
WFC
Wells Fargo & Company

Financial Services
3.13K
+ 416.93%
$60.98 - $80.12 $191K - $251K
3.88K $27.2M
EFX
Equifax Inc

Industrials
3
+ 1.99%
$205.5 - $280.54 $617 - $842
154 $39.9M
QCOM
Qualcomm Inc

Technology
438
+ 99.77%
$124.66 - $159.48 $54.6K - $69.9K
877 $63.7M
CVS
Cvs Health Corp

Healthcare
1.4K
+ 348.88%
$60.04 - $70.18 $84K - $98.2K
1.8K $124M
TER
Teradyne, Inc

Technology
181
+ 19.38%
$67.96 - $91.05 $12.3K - $16.5K
1.12K $19.3M
F
Ford Motor CO

Consumer Cyclical
1.63K
+ 677.5%
$8.69 - $10.85 $14.1K - $17.6K
1.87K $20.2M
SYY
Sysco Corp

Consumer Defensive
881
+ 47.78%
$68.0 - $75.91 $59.9K - $66.9K
2.73K $144M
ARVN
Arvinas, Inc.

Healthcare
1.13K
+ 326.01%
$6.07 - $9.62 $6.85K - $10.9K
1.47K $10.9M
TRU
Trans Union

Industrials
11
+ 11.22%
$69.26 - $91.89 $762 - $1.01K
109 $8.62M
VTRS
Viatris Inc

Healthcare
2.9K
+ 182.49%
$7.26 - $9.12 $21K - $26.4K
4.49K $15M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.56K
+ 163.35%
$13.71 - $15.46 $21.4K - $24.1K
2.52K $2.58M
AOS
Smith A O Corp

Industrials
445
+ 988.89%
$59.63 - $70.52 $26.5K - $31.4K
490 $32.1M
Activity Summary
Buys All Purchases 169 New Holdings 12 Increased Positions 157 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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