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Evelyn Partners Investment Management (Europe) Ltd Historic Quarter Change: USA Stocks, Added

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Evelyn Partners Investment Management (Europe) Ltd historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 5 quarters from 2024-12-31 to 2026-03-31, Evelyn Partners Investment Management (Europe) Ltd opened 16 positions, added to 61, reduced 178 and sold out of 17.

  • Q1 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 25,399.
  • Q1 2026: Stock NDAQ; Country of operation United States; Class COM; Shares before 18,535.
  • Q1 2026: Stock ISRG; Country of operation United States; Class COM NEW; Shares before 1,017.
  • Q1 2026: Stock GS; Country of operation United States; Class COM; Shares before 4,083.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2065055), 5 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-11-26); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-12-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026AMZN
AMAZON COM INC		United StatesCOM25,39925,400+1$5,862,597$5,290,058-$572,5392026-05-15
Q1 2026NDAQ
NASDAQ INC		United StatesCOM18,53518,567+32$1,800,305$1,576,153-$224,1522026-05-15
Q1 2026ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW1,0171,044+27$575,988$481,274-$94,7142026-05-15
Q1 2026GS
GOLDMAN SACHS GROUP INC		United StatesCOM4,0834,167+84$3,588,957$3,525,240-$63,7172026-05-15
Q4 2025GLD
SPDR GOLD TR		United StatesGOLD SHS53,14555,274+2,129$18,891,453$21,905,639+$3,014,1862026-02-13
Q4 2025NVDA
NVIDIA CORPORATION		United StatesCOM23,82826,334+2,506$4,445,828$4,911,291+$465,4632026-02-13
Q4 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM2,3632,747+384$1,146,102$1,591,749+$445,6472026-02-13
Q4 2025NFLX
NETFLIX INC		United StatesCOM2,51227,610+25,098$3,011,687$2,588,714-$422,9732026-02-13
Q4 2025AMZN
AMAZON COM INC		United StatesCOM24,83125,399+568$5,452,143$5,862,597+$410,4542026-02-13
Q4 2025COIN
COINBASE GLOBAL INC		United StatesCOM CL A3,5383,681+143$1,194,040$832,421-$361,6192026-02-13
Q4 2025GEHC
GE HEALTHCARE TECHNOLOGIES I		United StatesCOMMON STOCK12,83815,113+2,275$964,134$1,239,568+$275,4342026-02-13
Q4 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW27,83128,370+539$13,991,757$14,260,181+$268,4242026-02-13
Q4 2025V
VISA INC		United StatesCOM CL A9,5259,913+388$3,251,645$3,476,588+$224,9432026-02-13
Q4 2025NDAQ
NASDAQ INC		United StatesCOM18,19718,535+338$1,609,525$1,800,305+$190,7802026-02-13
Q4 2025CRM
SALESFORCE INC		United StatesCOM4,8674,977+110$1,153,479$1,318,457+$164,9782026-02-13
Q4 2025MCD
MCDONALDS CORP		United StatesCOM11,00111,476+475$3,343,094$3,507,410+$164,3162026-02-13
Q4 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW9871,017+30$441,416$575,988+$134,5722026-02-13
Q4 2025CB
CHUBB LIMITED		COM2,5922,727+135$731,592$851,151+$119,5592026-02-13
Q4 2025COST
COSTCO WHSL CORP NEW		United StatesCOM1,7041,922+218$1,577,274$1,657,417+$80,1432026-02-13
Q4 2025CDNS
CADENCE DESIGN SYSTEM INC		United StatesCOM2,1672,208+41$761,180$690,177-$71,0032026-02-13
Q4 2025RGLD
ROYAL GOLD INC		United StatesCOM350612+262$70,203$136,041+$65,8382026-02-13
Q4 2025NEM
NEWMONT CORP		United StatesCOM2,0282,255+227$170,981$225,162+$54,1812026-02-13
Q4 2025PANW
PALO ALTO NETWORKS INC		United StatesCOM3,3553,416+61$683,145$629,227-$53,9182026-02-13
Q4 2025UNH
UNITEDHEALTH GROUP INC		United StatesCOM3,3853,386+1$1,168,840$1,117,752-$51,0882026-02-13
Q4 2025CME
CME GROUP INC		United StatesCOM35195+160$9,457$53,251+$43,7942026-02-13
Q4 2025NEE
NEXTERA ENERGY INC		United StatesCOM1,0891,464+375$82,209$117,530+$35,3212026-02-13
Q4 2025META
META PLATFORMS INC		United StatesCL A1,8202,070+250$1,336,572$1,366,386+$29,8142026-02-13
Q4 2025FLUT
FLUTTER ENTMT PLC		SHS9991,083+84$253,746$232,888-$20,8582026-02-13
Q4 2025APH
AMPHENOL CORP NEW		United StatesCL A179234+55$22,151$31,623+$9,4722026-02-13
Q4 2025SYK
STRYKER CORPORATION		United StatesCOM2,8042,938+134$1,036,555$1,032,619-$3,9362026-02-13
Q3 2025GLD
SPDR GOLD TR		United StatesGOLD SHS47,41553,145+5,730$14,453,514$18,891,453+$4,437,9392025-11-14
Q3 2025COIN
COINBASE GLOBAL INC		United StatesCOM CL A833,538+3,455$29,091$1,194,040+$1,164,9492025-11-14
Q3 2025NDAQ
NASDAQ INC		United StatesCOM17,42718,197+770$1,558,322$1,609,525+$51,2032025-11-14
Q3 2025META
META PLATFORMS INC		United StatesCL A1,7641,820+56$1,301,991$1,336,572+$34,5812025-11-14
Q3 2025PANW
PALO ALTO NETWORKS INC		United StatesCOM3,2473,355+108$664,466$683,145+$18,6792025-11-14
Q3 2025KDP
KEURIG DR PEPPER INC		United StatesCOM2,2252,352+127$73,559$60,000-$13,5592025-11-14
Q3 2025CB
CHUBB LIMITED		COM2,5232,592+69$730,964$731,592+$6282025-11-14
Q2 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM4,1174,125+8$2,249,076$2,919,469+$670,3932025-11-26
Q2 2025SPGI
S&P GLOBAL INC		United StatesCOM9971,027+30$506,576$541,527+$34,9512025-11-26
Q1 2025GLD
SPDR GOLD TR		United StatesGOLD SHS44,24447,922+3,678$10,712,800$13,808,246+$3,095,4462025-12-08
Q1 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW29,06029,075+15$13,172,317$15,484,764+$2,312,4472025-12-08
Q1 2025GOOGL
ALPHABET INC		United StatesCAP STK CL A47,45348,233+780$8,982,853$7,458,751-$1,524,1022025-12-08
Q1 2025AAPL
APPLE INC		United StatesCOM30,19931,046+847$7,562,434$6,896,248-$666,1862025-12-08
Q1 2025AMZN
AMAZON COM INC		United StatesCOM25,49926,131+632$5,594,226$4,971,685-$622,5412025-12-08
Q1 2025UNH
UNITEDHEALTH GROUP INC		United StatesCOM3,4444,379+935$1,742,182$2,293,501+$551,3192025-12-08
Q1 2025MA
MASTERCARD INCORPORATED		United StatesCL A14,28714,680+393$7,523,106$8,046,402+$523,2962025-12-08
Q1 2025V
VISA INC		United StatesCOM CL A9,93310,219+286$3,139,225$3,581,351+$442,1262025-12-08
Q1 2025MCD
MCDONALDS CORP		United StatesCOM11,32811,892+564$3,283,874$3,714,704+$430,8302025-12-08
Q1 2025NFLX
NETFLIX INC		United StatesCOM2,4992,784+285$2,227,409$2,596,164+$368,7552025-12-08
Q1 2025GEHC
GE HEALTHCARE TECHNOLOGIES I		United StatesCOMMON STOCK12,28616,432+4,146$960,519$1,326,227+$365,7082025-12-08
Q1 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM2,0172,823+806$1,049,304$1,404,725+$355,4212025-12-08
Q1 2025COST
COSTCO WHSL CORP NEW		United StatesCOM1,7411,950+209$1,595,226$1,844,271+$249,0452025-12-08
Q1 2025NVDA
NVIDIA CORPORATION		United StatesCOM22,66426,464+3,800$3,043,548$2,868,168-$175,3802025-12-08
Q1 2025CB
CHUBB LIMITED		COM2,1632,523+360$597,637$761,921+$164,2842025-12-08
Q1 2025LHX
L3HARRIS TECHNOLOGIES INC		United StatesCOM1,8262,225+399$383,971$465,715+$81,7442025-12-08
Q1 2025NDAQ
NASDAQ INC		United StatesCOM17,06117,967+906$1,318,986$1,362,977+$43,9912025-12-08
Q1 2025CDNS
CADENCE DESIGN SYSTEM INC		United StatesCOM1,7172,167+450$515,890$551,133+$35,2432025-12-08
Q1 2025META
META PLATFORMS INC		United StatesCL A1,6861,766+80$987,170$1,017,852+$30,6822025-12-08
Q1 2025PANW
PALO ALTO NETWORKS INC		United StatesCOM2,8863,247+361$525,137$554,068+$28,9312025-12-08
Q1 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM3,9774,117+140$2,277,310$2,249,076-$28,2342025-12-08
Q1 2025CRM
SALESFORCE INC		United StatesCOM4,5925,759+1,167$1,535,243$1,545,485+$10,2422025-12-08

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