Evelyn Partners Investment Management (Europe) Ltd quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Evelyn Partners Investment Management (Europe) Ltd opened 5 positions, added to 4, reduced 38, sold out of 3 and left 85 unchanged. The largest increase in value was AZN (+$4,272,953); the largest decrease was CRH (-$5,129,923).
- AMZN: Country of operation United States; Class COM; Shares 2025-12-31 25,399; Shares 2026-03-31 25,400.
- NDAQ: Country of operation United States; Class COM; Shares 2025-12-31 18,535; Shares 2026-03-31 18,567.
- ISRG: Country of operation United States; Class COM NEW; Shares 2025-12-31 1,017; Shares 2026-03-31 1,044.
- GS: Country of operation United States; Class COM; Shares 2025-12-31 4,083; Shares 2026-03-31 4,167.
Two Form 13F-HR filings compared (SEC CIK 2065055): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). 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; share change is the position change.
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