Evelyn Partners Investment Management LLP historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 5 quarters from 2024-12-31 to 2026-03-31, Evelyn Partners Investment Management LLP opened 54 positions, added to 286, reduced 580 and sold out of 66.
- Q1 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 925,561.
- Q1 2026: Stock UNH; Country of operation United States; Class COM; Shares before 166,939.
- Q1 2026: Stock BKNG; Country of operation United States; Class COM; Shares before 15,870.
- Q1 2026: Stock CRH; Country of operation —; Class ORD; Shares before 1,035,861.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2065206), 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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 925,561 | 897,350 | -28,211 | $289,700,593 | $258,041,966 | -$31,658,627 | 2026-05-15 |
|---|
| Q1 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 166,939 | 95,509 | -71,430 | $55,108,233 | $25,843,780 | -$29,264,453 | 2026-05-15 |
|---|
| Q1 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 15,870 | 14,513 | -1,357 | $84,989,087 | $61,073,461 | -$23,915,626 | 2026-05-15 |
|---|
| Q1 2026 | CRH
CRH PLC | | ORD | 1,035,861 | 1,008,537 | -27,324 | $129,275,453 | $106,017,409 | -$23,258,044 | 2026-05-15 |
|---|
| Q1 2026 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 57,143 | 12,717 | -44,426 | $25,436,064 | $4,500,038 | -$20,936,026 | 2026-05-15 |
|---|
| Q1 2026 | V
VISA INC | United States | COM CL A | 362,056 | 351,875 | -10,181 | $126,976,660 | $106,350,700 | -$20,625,960 | 2026-05-15 |
|---|
| Q1 2026 | BUR
BURFORD CAPITAL LIMITED | Guernsey | ORD SHS | 1,829,353 | 1,051,903 | -777,450 | $16,417,254 | $4,759,861 | -$11,657,393 | 2026-05-15 |
|---|
| Q1 2026 | ZTS
ZOETIS INC | United States | CL A | 303,314 | 231,709 | -71,605 | $38,162,967 | $27,390,321 | -$10,772,646 | 2026-05-15 |
|---|
| Q1 2026 | RACE
FERRARI N V | | COM | 66,528 | 46,583 | -19,945 | $24,904,425 | $15,773,470 | -$9,130,955 | 2026-05-15 |
|---|
| Q1 2026 | BX
BLACKSTONE INC | United States | COM | 153,033 | 126,850 | -26,183 | $23,588,507 | $14,586,482 | -$9,002,025 | 2026-05-15 |
|---|
| Q1 2026 | GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 237,279 | 147,330 | -89,949 | $19,461,624 | $10,486,949 | -$8,974,675 | 2026-05-15 |
|---|
| Q1 2026 | DHR
DANAHER CORP DEL | United States | COM | 121,592 | 99,678 | -21,914 | $27,834,841 | $18,898,949 | -$8,935,892 | 2026-05-15 |
|---|
| Q1 2026 | MA
MASTERCARD INCORPORATED | United States | CL A | 71,566 | 64,591 | -6,975 | $40,855,598 | $32,273,539 | -$8,582,059 | 2026-05-15 |
|---|
| Q1 2026 | SPGI
S&P GLOBAL INC | United States | COM | 80,453 | 78,907 | -1,546 | $42,043,933 | $33,562,303 | -$8,481,630 | 2026-05-15 |
|---|
| Q1 2026 | SYK
STRYKER CORPORATION | United States | COM | 267,314 | 265,451 | -1,863 | $93,952,852 | $87,224,544 | -$6,728,308 | 2026-05-15 |
|---|
| Q1 2026 | LIN
LINDE PLC | United Kingdom | SHS | 90,379 | 89,609 | -770 | $38,536,702 | $44,424,558 | +$5,887,856 | 2026-05-15 |
|---|
| Q1 2026 | NDAQ
NASDAQ INC | United States | COM | 430,244 | 428,067 | -2,177 | $41,789,600 | $36,338,608 | -$5,450,992 | 2026-05-15 |
|---|
| Q1 2026 | CVX
CHEVRON CORPORATION | United States | COM | 103,729 | 100,111 | -3,618 | $15,809,337 | $20,712,966 | +$4,903,629 | 2026-05-15 |
|---|
| Q1 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 137,592 | 133,490 | -4,102 | $43,176,370 | $38,292,941 | -$4,883,429 | 2026-05-15 |
|---|
| Q1 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 137,774 | 135,066 | -2,708 | $28,512,329 | $33,015,533 | +$4,503,204 | 2026-05-15 |
|---|
| Q1 2026 | AMT
AMERICAN TOWER CORP | United States | COM | 54,579 | 31,721 | -22,858 | $9,582,435 | $5,474,410 | -$4,108,025 | 2026-05-15 |
|---|
| Q1 2026 | MICC
MAGNUM ICE CREAM CO NV | Netherlands | ORD SHS | 395,397 | 182,664 | -212,733 | $6,323,724 | $2,682,213 | -$3,641,511 | 2026-05-15 |
|---|
| Q1 2026 | FLUT
FLUTTER ENTMT PLC | | SHS | 21,960 | 11,497 | -10,463 | $4,722,278 | $1,172,119 | -$3,550,159 | 2026-05-15 |
|---|
| Q1 2026 | AEM
AGNICO EAGLE MINES LTD | | COM | 131,375 | 126,725 | -4,650 | $22,279,746 | $25,728,977 | +$3,449,231 | 2026-05-15 |
|---|
| Q1 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 41,729 | 39,470 | -2,259 | $36,679,791 | $33,391,225 | -$3,288,566 | 2026-05-15 |
|---|
| Q1 2026 | SW
SMURFIT WESTROCK PLC | | SHS | 691,023 | 603,376 | -87,647 | $26,721,859 | $24,044,534 | -$2,677,325 | 2026-05-15 |
|---|
| Q1 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 128,042 | 110,666 | -17,376 | $18,349,699 | $15,984,597 | -$2,365,102 | 2026-05-15 |
|---|
| Q1 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 26,929 | 24,895 | -2,034 | $7,225,051 | $4,936,430 | -$2,288,621 | 2026-05-15 |
|---|
| Q1 2026 | DIS
DISNEY WALT CO | United States | COM | 114,009 | 111,068 | -2,941 | $12,970,804 | $10,704,734 | -$2,266,070 | 2026-05-15 |
|---|
| Q1 2026 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 15,213 | 9,291 | -5,922 | $4,755,280 | $2,581,690 | -$2,173,590 | 2026-05-15 |
|---|
| Q1 2026 | CRM
SALESFORCE INC | United States | COM | 25,171 | 24,115 | -1,056 | $6,668,050 | $4,501,547 | -$2,166,503 | 2026-05-15 |
|---|
| Q1 2026 | HRI
HERC HLDGS INC | United States | COM | 13,271 | 593 | -12,678 | $1,969,151 | $59,033 | -$1,910,118 | 2026-05-15 |
|---|
| Q1 2026 | KEX
KIRBY CORP | United States | COM | 17,270 | 175 | -17,095 | $1,902,809 | $23,254 | -$1,879,555 | 2026-05-15 |
|---|
| Q1 2026 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 37,425 | 1,775 | -35,650 | $1,977,537 | $99,950 | -$1,877,587 | 2026-05-15 |
|---|
| Q1 2026 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 15,935 | 6,735 | -9,200 | $2,565,057 | $798,906 | -$1,766,151 | 2026-05-15 |
|---|
| Q1 2026 | DE
DEERE & CO | United States | COM | 19,333 | 18,992 | -341 | $9,000,865 | $10,698,194 | +$1,697,329 | 2026-05-15 |
|---|
| Q1 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 63,458 | 61,231 | -2,227 | $7,950,653 | $6,286,587 | -$1,664,066 | 2026-05-15 |
|---|
| Q1 2026 | NOW
SERVICENOW INC | United States | COM | 14,430 | 5,589 | -8,841 | $2,210,532 | $584,330 | -$1,626,202 | 2026-05-15 |
|---|
| Q1 2026 | WMT
WALMART INC | United States | COM | 237,236 | 222,464 | -14,772 | $26,430,463 | $27,647,826 | +$1,217,363 | 2026-05-15 |
|---|
| Q1 2026 | MCD
MCDONALDS CORP | United States | COM | 63,321 | 58,788 | -4,533 | $19,352,797 | $18,270,723 | -$1,082,074 | 2026-05-15 |
|---|
| Q1 2026 | LOGI
LOGITECH INTL S A | United States | SHS | 21,339 | 14,209 | -7,130 | $2,195,161 | $1,286,129 | -$909,032 | 2026-05-15 |
|---|
| Q1 2026 | CEF
SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD AN | 811,531 | 797,590 | -13,941 | $37,168,120 | $38,060,995 | +$892,875 | 2026-05-15 |
|---|
| Q1 2026 | WMB
WILLIAMS COS INC | United States | COM | 60,529 | 60,414 | -115 | $3,638,398 | $4,396,931 | +$758,533 | 2026-05-15 |
|---|
| Q1 2026 | APTV
APTIV PLC | | COM SHS | 25,986 | 18,263 | -7,723 | $1,977,275 | $1,267,909 | -$709,366 | 2026-05-15 |
|---|
| Q1 2026 | ETN
EATON CORP PLC | | SHS | 25,987 | 25,058 | -929 | $8,277,119 | $8,962,495 | +$685,376 | 2026-05-15 |
|---|
| Q1 2026 | NEM
NEWMONT CORP | United States | COM | 186,964 | 178,759 | -8,205 | $18,668,355 | $19,350,662 | +$682,307 | 2026-05-15 |
|---|
| Q1 2026 | BDX
BECTON DICKINSON & CO | United States | COM | 11,689 | 10,254 | -1,435 | $2,268,484 | $1,612,236 | -$656,248 | 2026-05-15 |
|---|
| Q1 2026 | MRSH
MARSH & MCLENNAN COS INC | United States | COM | 17,495 | 14,966 | -2,529 | $3,245,672 | $2,595,853 | -$649,819 | 2026-05-15 |
|---|
| Q1 2026 | WPM
WHEATON PRECIOUS METALS CORP | | COM | 68,106 | 65,672 | -2,434 | $8,007,011 | $8,611,898 | +$604,887 | 2026-05-15 |
|---|
| Q1 2026 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 48,729 | 47,223 | -1,506 | $6,384,961 | $5,798,040 | -$586,921 | 2026-05-15 |
|---|
| Q1 2026 | PEP
PEPSICO INC | United States | COM | 42,942 | 36,016 | -6,926 | $6,163,036 | $5,592,925 | -$570,111 | 2026-05-15 |
|---|
| Q1 2026 | IBKR
INTERACTIVE BROKERS GROUP IN | United States | COM CL A | 163,138 | 148,042 | -15,096 | $10,491,405 | $9,929,177 | -$562,228 | 2026-05-15 |
|---|
| Q1 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 13,514 | 13,117 | -397 | $3,967,305 | $4,527,333 | +$560,028 | 2026-05-15 |
|---|
| Q1 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 8,894 | 8,809 | -85 | $2,634,492 | $2,135,214 | -$499,278 | 2026-05-15 |
|---|
| Q1 2026 | CAT
CATERPILLAR INC | United States | COM | 4,322 | 4,179 | -143 | $2,475,944 | $2,960,654 | +$484,710 | 2026-05-15 |
|---|
| Q1 2026 | TSLA
TESLA INC | United States | COM | 6,098 | 6,075 | -23 | $2,742,393 | $2,258,381 | -$484,012 | 2026-05-15 |
|---|
| Q1 2026 | IP
INTERNATIONAL PAPER CO | United States | COM | 56,113 | 48,364 | -7,749 | $2,210,291 | $1,726,595 | -$483,696 | 2026-05-15 |
|---|
| Q1 2026 | MLM
MARTIN MARIETTA MATLS INC | United States | COM | 5,233 | 4,744 | -489 | $3,258,380 | $2,792,698 | -$465,682 | 2026-05-15 |
|---|
| Q1 2026 | HONZZZZ
HONEYWELL INTL INC | | COM | 22,273 | 17,245 | -5,028 | $4,345,240 | $3,897,887 | -$447,353 | 2026-05-15 |
|---|
| Q1 2026 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 5,235 | 5,185 | -50 | $2,453,959 | $2,024,276 | -$429,683 | 2026-05-15 |
|---|
| Q1 2026 | C
CITIGROUP INC | United States | COM NEW | 26,804 | 23,813 | -2,991 | $3,127,759 | $2,700,632 | -$427,127 | 2026-05-15 |
|---|
| Q1 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 5,983 | 5,844 | -139 | $1,539,007 | $1,187,384 | -$351,623 | 2026-05-15 |
|---|
| Q1 2026 | NKE
NIKE INC | United States | CL B | 16,500 | 13,334 | -3,166 | $1,051,215 | $704,302 | -$346,913 | 2026-05-15 |
|---|
| Q1 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 17,483 | 16,893 | -590 | $6,928,688 | $7,268,889 | +$340,201 | 2026-05-15 |
|---|
| Q1 2026 | CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 34,719 | 29,669 | -5,050 | $1,284,603 | $949,705 | -$334,898 | 2026-05-15 |
|---|
| Q1 2026 | RY
ROYAL BK CDA | | COM | 32,859 | 32,604 | -255 | $5,601,970 | $5,268,766 | -$333,204 | 2026-05-15 |
|---|
| Q1 2026 | FERG
FERGUSON ENTERPRISES INC | | COMMON STOCK NEW | 49,593 | 48,678 | -915 | $11,040,890 | $11,354,630 | +$313,740 | 2026-05-15 |
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| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 5,273 | 4,210 | -1,063 | $1,204,828 | $915,633 | -$289,195 | 2026-05-15 |
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| Q1 2026 | MSCI
MSCI INC | United States | COM | 5,160 | 4,961 | -199 | $2,960,447 | $2,674,029 | -$286,418 | 2026-05-15 |
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| Q1 2026 | TRIXXXX
THOMSON REUTERS CORP | | COM | 6,177 | 5,899 | -278 | $815,187 | $530,556 | -$284,631 | 2026-05-15 |
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| Q1 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 3,779 | 3,764 | -15 | $1,398,041 | $1,138,535 | -$259,506 | 2026-05-15 |
|---|
| Q1 2026 | UBS
UBS GROUP AG | | SHS | 29,005 | 28,866 | -139 | $1,352,466 | $1,128,228 | -$224,238 | 2026-05-15 |
|---|
| Q1 2026 | AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 62,188 | 61,264 | -924 | $8,115,534 | $8,337,418 | +$221,884 | 2026-05-15 |
|---|
| Q1 2026 | EL
LAUDER ESTEE COS INC | United States | CL A | 4,962 | 4,212 | -750 | $519,621 | $302,295 | -$217,326 | 2026-05-15 |
|---|
| Q1 2026 | GEV
GE VERNOVA INC | United States | COM | 1,460 | 1,327 | -133 | $954,212 | $1,158,338 | +$204,126 | 2026-05-15 |
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| Q1 2026 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 630 | 253 | -377 | $359,232 | $172,607 | -$186,625 | 2026-05-15 |
|---|
| Q1 2026 | MRK
MERCK & CO INC | United States | COM | 13,985 | 13,690 | -295 | $1,472,061 | $1,646,770 | +$174,709 | 2026-05-15 |
|---|
| Q1 2026 | CCJ
CAMECO CORP | | COM | 4,823 | 2,473 | -2,350 | $441,644 | $268,839 | -$172,805 | 2026-05-15 |
|---|
| Q1 2026 | TPL
TEXAS PACIFIC LAND CORPORATI | United States | COM | 5,205 | 3,475 | -1,730 | $1,494,980 | $1,649,096 | +$154,116 | 2026-05-15 |
|---|
| Q1 2026 | ALC
ALCON AG | | ORD SHS | 9,740 | 8,377 | -1,363 | $777,584 | $631,500 | -$146,084 | 2026-05-15 |
|---|
| Q1 2026 | GE
GE AEROSPACE | United States | COM NEW | 5,873 | 5,872 | -1 | $1,809,060 | $1,666,297 | -$142,763 | 2026-05-15 |
|---|
| Q1 2026 | PYPL
PAYPAL HLDGS INC | United States | COM | 6,921 | 5,796 | -1,125 | $404,048 | $262,153 | -$141,895 | 2026-05-15 |
|---|
| Q1 2026 | ADSK
AUTODESK INC | United States | COM | 878 | 498 | -380 | $259,897 | $119,221 | -$140,676 | 2026-05-15 |
|---|
| Q1 2026 | MS
MORGAN STANLEY | United States | COM NEW | 9,465 | 9,420 | -45 | $1,680,321 | $1,550,249 | -$130,072 | 2026-05-15 |
|---|
| Q1 2026 | ADBE
ADOBE INC | United States | COM | 1,018 | 995 | -23 | $356,290 | $241,865 | -$114,425 | 2026-05-15 |
|---|
| Q1 2026 | CM
CANADIAN IMPERIAL BANK OF CO | | COM | 3,209 | 1,914 | -1,295 | $290,927 | $181,323 | -$109,604 | 2026-05-15 |
|---|
| Q1 2026 | COP
CONOCOPHILLIPS | United States | COM | 3,561 | 3,261 | -300 | $333,345 | $430,452 | +$97,107 | 2026-05-15 |
|---|
| Q1 2026 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,200 | 500 | -700 | $233,268 | $141,880 | -$91,388 | 2026-05-15 |
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| Q1 2026 | MDT
MEDTRONIC PLC | Ireland | SHS | 4,204 | 3,625 | -579 | $403,836 | $314,106 | -$89,730 | 2026-05-15 |
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| Q1 2026 | VLTO
VERALTO CORP | United States | COM SHS | 7,270 | 7,193 | -77 | $725,401 | $636,005 | -$89,396 | 2026-05-15 |
|---|
| Q1 2026 | JXN
JACKSON FINANCIAL INC | United States | COM CL A | 2,518 | 1,780 | -738 | $268,545 | $188,182 | -$80,363 | 2026-05-15 |
|---|
| Q1 2026 | KDP
KEURIG DR PEPPER INC | United States | COM | 43,218 | 42,948 | -270 | $1,210,536 | $1,130,821 | -$79,715 | 2026-05-15 |
|---|
| Q1 2026 | CP
CANADIAN PACIFIC KANSAS CITY | | COM | 28,821 | 25,993 | -2,828 | $2,121,947 | $2,044,743 | -$77,204 | 2026-05-15 |
|---|
| Q1 2026 | SHW
SHERWIN WILLIAMS CO | United States | COM | 10,216 | 10,094 | -122 | $3,310,290 | $3,235,632 | -$74,658 | 2026-05-15 |
|---|
| Q1 2026 | FIS
FIDELITY NATL INFORMATION SV | United States | COM | 3,203 | 2,998 | -205 | $212,871 | $140,636 | -$72,235 | 2026-05-15 |
|---|
| Q1 2026 | CL
COLGATE PALMOLIVE CO | United States | COM | 30,899 | 29,494 | -1,405 | $2,441,639 | $2,513,774 | +$72,135 | 2026-05-15 |
|---|
| Q1 2026 | PLD
PROLOGIS INC. | United States | COM | 60,209 | 58,665 | -1,544 | $7,686,281 | $7,754,340 | +$68,059 | 2026-05-15 |
|---|
| Q1 2026 | STE
STERIS PLC | Ireland | SHS USD | 1,644 | 1,589 | -55 | $416,787 | $351,376 | -$65,411 | 2026-05-15 |
|---|
| Q1 2026 | CMCSA
COMCAST CORP NEW | United States | CL A | 5,421 | 3,016 | -2,405 | $151,798 | $86,589 | -$65,209 | 2026-05-15 |
|---|
| Q1 2026 | TJX
TJX COS INC NEW | United States | COM | 198,801 | 191,584 | -7,217 | $30,537,822 | $30,595,965 | +$58,143 | 2026-05-15 |
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