Waverton Investment Management LTD Purchases in Q2 2025

Waverton Investment Management LTD

  • $6.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.24M
+ 2148.26%
$50.53 - $212.53 $214M - $902M
4.44M $246M
MSFT
Microsoft Corp

Technology
23.4K
+ 2.15%
$354.56 - $497.45 $8.29M - $11.6M
1.11M $553M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
305K
+ 36.29%
$141.37 - $228.57 $43.1M - $69.7M
1.14M $259M
AMD
Advanced Micro Devices Inc

Technology
262K
+ 16.88%
$78.21 - $143.81 $20.5M - $37.6M
1.81M $257M
SNPS
Synopsys Inc

Technology
75.4K
+ 14.99%
$380.9 - $517.66 $28.7M - $39M
578K $296M
AMZN
Amazon Com Inc

Consumer Cyclical
119K
+ 6.58%
$167.32 - $223.3 $19.8M - $26.5M
1.92M $421M
GOOGL
Alphabet Inc.

Communication Services
55.1K
+ 2.59%
$144.7 - $178.6 $7.97M - $9.84M
2.18M $385M
INTU
Intuit Inc

Technology
2.33K
+ 0.8%
$544.07 - $787.63 $1.27M - $1.84M
295K $233M
IBM
International Business Machines Corp

Technology
603
+ 0.06%
$221.03 - $294.78 $133K - $178K
962K $283M
JPM
Jpmorgan Chase & CO

Financial Services
62.4K
+ 14.82%
$210.28 - $289.91 $13.1M - $18.1M
483K $140M
MELI
Mercadolibre Inc

Consumer Cyclical
328
+ 1.56%
$1794.73 - $2613.63 $589K - $857K
21.3K $55.8M
V
Visa Inc.

Financial Services
18.7K
+ 2.06%
$308.27 - $373.31 $5.76M - $6.97M
925K $329M
COF
Capital One Financial Corp

Financial Services
43.7K
+ 122.83%
$150.57 - $212.76 $6.58M - $9.3M
79.3K $16.9M
VMC
Vulcan Materials CO

Basic Materials
8.27K
+ 3.9%
$226.49 - $276.01 $1.87M - $2.28M
220K $57.4M
NEM
Newmont Corp

Basic Materials
13.8K
+ 2.07%
$44.18 - $59.46 $611K - $822K
681K $39.7M
EL
Estee Lauder Companies Inc

Consumer Defensive
50.6K
+ 50.15%
$50.06 - $80.8 $2.53M - $4.09M
152K $12.2M
AL
Air Lease Corp

Industrials
26.9K
+ 7.1%
$40.46 - $58.71 $1.09M - $1.58M
406K $23.7M
DHI
Horton D R Inc

Consumer Cyclical
38K
+ 14.77%
$115.1 - $129.63 $4.37M - $4.93M
295K $38.1M
HCA
Hca Healthcare, Inc.

Healthcare
166
+ 0.15%
$317.61 - $387.52 $52.7K - $64.3K
113K $43.4M
GLD
Spdr Gold Trust

ETFs
1.04K
+ 1.46%
$273.71 - $316.29 $285K - $329K
72.2K $22M
FPA
First Trust Asia Pacific Ex Ja

ETFs
8.57K
+ 5.33%
$25.57 - $36.11 $219K - $309K
170K $6.06M
SGOL
Abrdn Gold ETF Trust

ETFs
12.7K
+ 2.07%
$28.39 - $32.75 $361K - $416K
625K $19.7M
DAL
Delta Air Lines, Inc.

Industrials
22.5K
New
$35.88 - $52.99 $807K - $1.19M
22.5K $1.11M
NVDA
Nvidia Corp

Technology
1.28K
+ 7.11%
$94.31 - $157.99 $120K - $201K
19.2K $3.04M
LEN
Lennar Corp

Consumer Cyclical
9.5K
New
$102.76 - $115.66 $976K - $1.1M
9.5K $1.05M
AIG
American International Group, Inc.

Financial Services
20.1K
+ 3.61%
$77.56 - $87.72 $1.56M - $1.76M
577K $49.4M
BA
Boeing CO

Industrials
4.05K
New
$136.59 - $217.51 $553K - $881K
4.05K $848K
RNR
Renaissancere Holdings LTD

Financial Services
2.36K
+ 5.5%
$220.37 - $253.95 $520K - $600K
45.3K $11M
NFLX
Netflix Inc

Communication Services
314
New
$855.86 - $1339.13 $269K - $420K
314 $420K
OXY
Occidental Petroleum Corp

Energy
7.5K
New
$36.11 - $49.33 $271K - $370K
7.5K $315K
CAT
Caterpillar Inc

Industrials
562
New
$273.94 - $388.21 $154K - $218K
562 $218K
FKU
First Trust United Kingdom Alp

ETFs
1.71K
+ 17.39%
$35.99 - $46.89 $61.5K - $80.2K
11.5K $541K
IVV
Ishares Core S&P 500 ETF

ETFs
175
+ 27.13%
$498.8 - $620.9 $87.3K - $109K
820 $509K
WM
Waste Management Inc

Industrials
309
+ 8.21%
$216.47 - $242.1 $66.9K - $74.8K
4.07K $931K
DHR
Danaher Corp

Healthcare
316
+ 12.88%
$174.64 - $205.16 $55.2K - $64.8K
2.77K $547K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
160
+ 2.75%
$95.74 - $115.54 $15.3K - $18.5K
5.98K $683K
Ge Healthcare Holding LLC Com Usd0.01 Wi
357K
+ 51.03%
N/A
1.06M $0
Canadian Pac Kans Com Npv
705
+ 11.69%
N/A
6.74K $0
Ferguson Enterprises Inc/De
27.6K
+ 2.53%
N/A
1.12M $0
FTGC
First Trust Global Tactical CO

ETFs
6.81K
+ 3.28%
$23.09 - $25.91 $157K - $176K
215K $5.3M
HTHT
Huazhu Group LTD

Consumer Cyclical
14.5K
+ 7.17%
$30.82 - $37.95 $446K - $549K
216K $7.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
446K
+ 1416.97%
$87.84 - $1441.89 $39.2M - $644M
478K $43.1M
ZTS
Zoetis Inc.

Healthcare
3.59K
+ 1.07%
$144.41 - $170.3 $518K - $611K
340K $53M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
86.2K
+ 7.15%
$212.1 - $244.27 $18.3M - $21.1M
1.29M $283M
SLB
Schlumberger Limited

Energy
116K
+ 4.93%
$31.95 - $42.2 $3.69M - $4.88M
2.46M $83.2M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
317K
+ 7.92%
$41.37 - $53.28 $13.1M - $16.9M
4.31M $193M
TMO
Thermo Fisher Scientific Inc.

Healthcare
70.3K
+ 11.82%
$390.26 - $489.06 $27.4M - $34.4M
665K $270M
UNH
Unitedhealth Group Inc

Healthcare
96K
+ 19.99%
$274.35 - $599.47 $26.3M - $57.6M
576K $180M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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