Evelyn Partners Investment Management LLP Reduced Holdings in Q2 2025

Evelyn Partners Investment Management LLP

  • $2.42 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-190K
- 66.44%
$274.35 - $599.47 $52.1M - $114M
96K $44.5B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-55.6K
- 53.63%
$390.26 - $489.06 $21.7M - $27.2M
48.1K $35.7B
JNJ
Johnson & Johnson

Healthcare
-13.9K
- 10.98%
$146.36 - $159.82 $2.03M - $2.21M
112K $18.9B
ZTS
Zoetis Inc.

Healthcare
-110K
- 31.73%
$144.41 - $170.3 $16M - $18.8M
238K $51.3B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.67K
- 3.57%
$63.54 - $68.5 $360K - $388K
153K $9.62B
IEX
Idex Corp

Industrials
-14K
- 11.14%
$160.66 - $191.29 $2.25M - $2.68M
112K $28.4B
PG
Procter & Gamble CO

Consumer Defensive
-15.9K
- 12.92%
$157.66 - $172.39 $2.5M - $2.74M
107K $19.1B
CME
Cme Group Inc.

Financial Services
-4.3K
- 17.13%
$252.37 - $290.71 $1.09M - $1.25M
20.8K $5.92B
PLD
Prologis, Inc.

Real Estate
-23K
- 34.77%
$89.76 - $112.34 $2.07M - $2.59M
43.2K $6.45B
V
Visa Inc.

Financial Services
-136K
- 43.88%
$308.27 - $373.31 $42M - $50.9M
174K $110B
MSCI
Msci Inc.

Financial Services
-3.56K
- 61.13%
$506.56 - $576.74 $1.8M - $2.05M
2.26K $2.78B
APD
Air Products & Chemicals, Inc.

Basic Materials
-17.2K
- 82.99%
$248.61 - $294.96 $4.28M - $5.08M
3.53K $1.56B
SBUX
Starbucks Corp

Consumer Cyclical
-1.94K
- 36.36%
$79.69 - $99.41 $155K - $193K
3.4K $319M
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.74K
- 97.75%
$91.57 - $110.76 $434K - $525K
109 $10.5M
KMB
Kimberly Clark Corp

Consumer Defensive
-752
- 85.75%
$126.84 - $145.22 $95.4K - $109K
125 $123M
BFB
Brown Forman Corp Cl B
-2.91K
- 44.64%
N/A
3.61K $104M
FISV
Fiserv Inc

Technology
-1.75K
- 76.03%
N/A
550 $77.6M
LFUS
Littelfuse Inc

Technology
-259
- 79.94%
$149.72 - $227.31 $38.8K - $58.9K
65 $9.06M
NKE
Nike, Inc.

Consumer Cyclical
-3.28K
- 16.02%
$53.27 - $72.04 $175K - $236K
17.2K $1.51B
Veralto Corp
-1.05K
- 14.21%
N/A
6.32K $746M
NOC
Northrop Grumman Corp

Industrials
-7.36K
- 87.48%
$456.3 - $540.39 $3.36M - $3.98M
1.05K $608M
WM
Waste Management Inc

Industrials
-96
- 12.87%
$216.47 - $242.1 $20.8K - $23.2K
650 $149M
AZN
Astrazeneca PLC

Healthcare
-161
- 3.69%
$64.87 - $75.0 $10.4K - $12.1K
4.2K $293M
FLO
Flowers Foods Inc

Consumer Defensive
-145K
- 94.81%
$15.86 - $19.21 $2.3M - $2.79M
7.93K $79.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-31.4K
- 72.74%
$99.37 - $134.05 $3.12M - $4.21M
11.8K $57.8M
WDFC
Wd 40 CO

Basic Materials
-7.8K
- 93.19%
$217.49 - $248.93 $1.7M - $1.94M
570 $130M
WAT
Waters Corp

Healthcare
-307
- 55.12%
$307.71 - $366.67 $94.5K - $113K
250 $87.3M
CC
Chemours CO

Basic Materials
-2.01K
- 81.45%
$9.4 - $13.06 $18.9K - $26.2K
457 $1.18M
BGNE
Bei Gene, Ltd.

Healthcare
-124
- 75.15%
N/A
41 $9.92M
GILD
Gilead Sciences, Inc.

Healthcare
-24
- 2.53%
$96.91 - $113.0 $2.33K - $2.71K
926 $84.9M
EMBC
Embecta Corp.

Healthcare
-56
- 43.75%
$9.28 - $13.3 $520 - $745
72 $717K
TMUS
T Mobile Us, Inc.

Communication Services
-206
- 68.21%
$220.99 - $268.54 $45.5K - $55.3K
96 $5.96M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-1.23K
- 89.11%
$16.36 - $23.0 $20.1K - $28.2K
150 $2.59M
MTD
Mettler Toledo International Inc

Healthcare
-118
- 47.01%
$970.15 - $1216.57 $114K - $144K
133 $39.9M
Sunrise Communications Ag
-1.01K
- 48.95%
N/A
1.05K $113K
CEVA
Ceva Inc

Technology
-8.18K
- 97.75%
$18.74 - $27.09 $153K - $222K
188 $813K
FICO
Fair Isaac Corp

Technology
-30
- 81.08%
$1503.62 - $2206.01 $45.1K - $66.2K
7 $9.13M
DOCU
Docusign, Inc.

Technology
-1.9K
- 99.84%
$70.35 - $93.84 $134K - $179K
3 $234K
REZI
Resideo Technologies, Inc.

Industrials
-2
- 11.76%
$14.69 - $22.46 $29.4 - $44.9
15 $375K
NLOK
Norton Life Lock Inc.

Technology
-879
- 83.08%
N/A
179 $881K
CI
Cigna Corp

Healthcare
-734
- 59.53%
$301.89 - $340.04 $222K - $250K
499 $67.4M
PHM
Pultegroup Inc

Consumer Cyclical
-6.54K
- 97.7%
$92.02 - $106.54 $602K - $696K
154 $16.2M
ASIX
Advan Six Inc.

Basic Materials
-14.6K
- 97.74%
$18.69 - $24.81 $272K - $361K
336 $9.01M
HXL
Hexcel Corp

Industrials
-158K
- 99.87%
$47.49 - $57.32 $7.49M - $9.04M
200 $28.2M
SRE
Sempra Energy

Utilities
-322
- 95.27%
$63.78 - $78.91 $20.5K - $25.4K
16 $15.1M
Grail Inc
-1.32K
- 79.16%
N/A
347 $3.6M
GWW
W.W. Grainger, Inc.

Industrials
-1.59K
- 95.56%
$919.93 - $1101.66 $1.46M - $1.75M
74 $76.9M
GD
General Dynamics Corp

Industrials
-21.2K
- 97.8%
$247.68 - $291.66 $5.24M - $6.17M
475 $73.5M
MCO
Moodys Corp

Financial Services
-1.55K
- 86.58%
$396.7 - $501.59 $614K - $776K
240 $85.2M
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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