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
K
Kellogg CO

Consumer Defensive
570
New
$76.96 - $82.02 $43.9K - $46.8K
570 $46.8M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
500
New
$86.67 - $100.17 $43.3K - $50.1K
500 $45.2M
EPI
Wisdomtree Tr India Earnings F

ETFs
1K
New
$43.79 - $47.63 $43.8K - $47.6K
1K $44.2M
Anglogold Ashanti PLC
628
New
N/A
628 $44.2M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.28K
New
$29.81 - $34.07 $38K - $43.4K
1.28K $41.9M
ROK
Rockwell Automation, Inc

Industrials
420
+ 21.73%
$328.67 - $358.52 $138K - $151K
2.35K $822M
VB
Vanguard Small Cap ETF

ETFs
160
New
$237.58 - $259.17 $38K - $41.5K
160 $40.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
350
New
$109.11 - $111.88 $38.2K - $39.2K
350 $38.9M
FIW
First Trust Water ETF

ETFs
400
New
$107.54 - $115.08 $43K - $46K
400 $37.5M
ACGL
Arch Capital Group Ltd.

Financial Services
412
New
$85.61 - $93.54 $35.3K - $38.5K
412 $37.4M
Veralto Corp
1.02K
+ 16.05%
N/A
7.34K $782M
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 12.23%
$357.4 - $423.42 $74.3K - $88.1K
1.91K $774M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
250
New
$136.48 - $142.97 $34.1K - $35.7K
250 $35M
CVE
Cenovus Energy Inc.

Energy
2.03K
New
$13.87 - $17.81 $28.2K - $36.2K
2.03K $34.5M
POST
Post Holdings, Inc.

Consumer Defensive
315
New
$102.36 - $114.04 $32.2K - $35.9K
315 $33.9M
PIO
Invesco Exchange Traded Fd Tr

ETFs
750
New
$43.84 - $45.74 $32.9K - $34.3K
750 $33.7M
Ferrovial Se
532
New
N/A
532 $31.2M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
460
New
N/A
460 $30.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
620
New
$45.22 - $48.34 $28K - $30K
620 $29.6M
CWK
Cushman & Wakefield PLC

Real Estate
1.82K
New
$11.09 - $16.87 $20.1K - $30.6K
1.82K $28.9M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.89K
New
$14.12 - $15.3 $26.7K - $28.9K
1.89K $28.7M
AMAT
Applied Materials Inc

Technology
140
New
$156.25 - $204.95 $21.9K - $28.7K
140 $28.7M
SOXX
Ishares Semiconductor ETF

ETFs
105
New
$236.93 - $271.12 $24.9K - $28.5K
105 $28.5M
GNRC
Generac Holdings Inc.

Industrials
165
New
$146.61 - $202.85 $24.2K - $33.5K
165 $27.6M
Amrize LTD
529
New
N/A
529 $25.5M
URI
United Rentals, Inc.

Industrials
25
New
$774.14 - $975.23 $19.4K - $24.4K
25 $23.9M
PSX
Phillips 66

Energy
370
+ 35.54%
$118.37 - $139.46 $43.8K - $51.6K
1.41K $192M
NWSA
News Corp

Communication Services
752
New
$28.38 - $31.03 $21.3K - $23.3K
752 $23.1M
BKU
Bank United, Inc.

Financial Services
580
New
$35.63 - $39.55 $20.7K - $22.9K
580 $22.1M
ORLA
Orla Mining Ltd.

Basic Materials
2.03K
New
$9.3 - $12.78 $18.9K - $25.9K
2.03K $21.9M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
480
New
$32.78 - $42.61 $15.7K - $20.5K
480 $20.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
200
New
$97.75 - $100.75 $19.6K - $20.2K
200 $20.1M
PR
Permian Resources Corporation

Energy
1.44K
New
$12.8 - $14.51 $18.4K - $20.8K
1.44K $18.4M
BRBR
Bellring Brands, Inc.

Consumer Defensive
399
New
$35.51 - $58.78 $14.2K - $23.5K
399 $14.5M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
300
New
$39.42 - $42.19 $11.8K - $12.7K
300 $12.6M
EMF
Templeton Emerging Markets Fund

Financial Services
750
New
$14.64 - $16.98 $11K - $12.7K
750 $12.6M
JHG
Janus Henderson Group PLC

Financial Services
260
New
$39.46 - $45.37 $10.3K - $11.8K
260 $11.6M
VDE
Vanguard Energy ETF

ETFs
85
New
$118.37 - $129.65 $10.1K - $11K
85 $10.7M
RCI
Rogers Communications Inc

Communication Services
300
New
$30.32 - $35.98 $9.1K - $10.8K
300 $10.3M
LMT
Lockheed Martin Corp

Industrials
97
+ 52.15%
$410.74 - $499.21 $39.8K - $48.4K
283 $141M
GXO
Gxo Logistics, Inc.

Industrials
186
New
$48.07 - $54.59 $8.94K - $10.2K
186 $9.84M
HDV
Ishares Core High Dividend ETF

ETFs
80
New
$118.16 - $123.66 $9.45K - $9.89K
80 $9.8M
FTNT
Fortinet, Inc.

Technology
103
New
$74.39 - $107.65 $7.66K - $11.1K
103 $8.66M
ADNT
Adient PLC

Consumer Cyclical
313
New
$21.04 - $25.56 $6.59K - $8K
313 $7.54M
BIDU
Baidu, Inc.

Communication Services
54
New
$85.86 - $137.83 $4.64K - $7.44K
54 $7.12M
Brookfield Renewable Corp
187
New
N/A
187 $6.44M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
270
New
$13.39 - $18.85 $3.62K - $5.09K
270 $5.09M
NVS
Novartis Ag

Healthcare
252
+ 56.25%
$113.5 - $129.73 $28.6K - $32.7K
700 $89.8M
ALB
Albemarle Corp

Basic Materials
53
New
$62.9 - $88.1 $3.33K - $4.67K
53 $4.3M
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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