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Evelyn Partners Investment Management Services Ltd Historic Quarter Change: USA Stocks, New

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Evelyn Partners Investment Management Services Ltd historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 5 quarters from 2024-12-31 to 2026-03-31, Evelyn Partners Investment Management Services Ltd opened 60 positions, added to 387, reduced 245 and sold out of 52.

  • Q1 2026: Stock AZN; Country of operation —; Class ORD; Shares before 0.
  • Q1 2026: Stock AJG; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock SUNB; Country of operation United States; Class SHS; Shares before 0.
  • Q1 2026: Stock SPOT; Country of operation —; Class SHS; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2065205), 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 2026AZN
ASTRAZENECA PLC		ORD0498,147+498,147$0$96,792,269+$96,792,2692026-05-15
Q1 2026AJG
GALLAGHER ARTHUR J & CO		United StatesCOM027,000+27,000$0$5,847,660+$5,847,6602026-05-15
Q1 2026SUNB
SUNBELT RENTALS HOLDINGS INC		United StatesSHS041,594+41,594$0$2,707,353+$2,707,3532026-05-15
Q1 2026SPOT
SPOTIFY TECHNOLOGY S A		SHS0512+512$0$248,274+$248,2742026-05-15
Q1 2026MSI
MOTOROLA SOLUTIONS INC		United StatesCOM NEW0356+356$0$154,493+$154,4932026-05-15
Q1 2026INDV
INDIVIOR PHARMACEUTICALS INC		COM02,745+2,745$0$83,668+$83,6682026-05-15
Q1 2026WST
WEST PHARMACEUTICAL SVSC INC		United StatesCOM0215+215$0$53,888+$53,8882026-05-15
Q1 2026URI
UNITED RENTALS INC		United StatesCOM065+65$0$47,356+$47,3562026-05-15
Q1 2026MCK
MCKESSON CORP		United StatesCOM052+52$0$44,999+$44,9992026-05-15
Q1 2026PHM
PULTE GROUP INC		United StatesCOM0313+313$0$36,812+$36,8122026-05-15
Q1 2026HEIA
HEICO CORP NEW		CL A0172+172$0$36,307+$36,3072026-05-15
Q1 2026TTEK
TETRA TECH INC NEW		United StatesCOM01,155+1,155$0$34,789+$34,7892026-05-15
Q1 2026MAR
MARRIOTT INTL INC NEW		United StatesCL A075+75$0$24,530+$24,5302026-05-15
Q1 2026AWK
AMERICAN WTR WKS CO INC NEW		United StatesCOM0174+174$0$23,680+$23,6802026-05-15
Q1 2026ULTA
ULTA BEAUTY INC		United StatesCOM042+42$0$21,954+$21,9542026-05-15
Q1 2026FANG
DIAMONDBACK ENERGY INC		United StatesCOM0110+110$0$21,757+$21,7572026-05-15
Q1 2026CEG
CONSTELLATION ENERGY CORP		United StatesCOM077+77$0$21,502+$21,5022026-05-15
Q1 2026MELI
MERCADOLIBRE INC		COM012+12$0$20,748+$20,7482026-05-15
Q1 2026VRSK
VERISK ANALYTICS INC		United StatesCOM0105+105$0$19,924+$19,9242026-05-15
Q1 2026EMR
EMERSON ELEC CO		United StatesCOM0149+149$0$19,522+$19,5222026-05-15
Q1 2026VMC
VULCAN MATLS CO		United StatesCOM062+62$0$16,883+$16,8832026-05-15
Q1 2026EW
EDWARDS LIFESCIENCES CORP		United StatesCOM0199+199$0$15,936+$15,9362026-05-15
Q1 2026ARES
ARES MANAGEMENT CORPORATION		United StatesCL A COM STK0135+135$0$14,729+$14,7292026-05-15
Q1 2026BE
BLOOM ENERGY CORP		United StatesCOM CL A025+25$0$3,387+$3,3872026-05-15
Q1 2026TE
T1 ENERGY INC		COM NEW0429+429$0$1,883+$1,8832026-05-15
Q1 2026DCH
DAUCH CORP		United StatesCOM0151+151$0$895+$8952026-05-15
Q4 2025MICC
MAGNUM ICE CREAM CO NV		NetherlandsORD SHS0119,314+119,314$0$1,908,231+$1,908,2312026-02-13
Q4 2025TTE
TOTALENERGIES SE		ACT017,695+17,695$0$1,155,413+$1,155,4132026-02-13
Q4 2025LOGI
LOGITECH INTL S A		United StatesSHS01,000+1,000$0$102,871+$102,8712026-02-13
Q4 2025AMRZ
AMRIZE LTD		SHS01,500+1,500$0$81,120+$81,1202026-02-13
Q4 2025BNY
BANK NEW YORK MELLON CORP		United StatesCOM0448+448$0$52,008+$52,0082026-02-13
Q4 2025SOLS
SOLSTICE ADVANCED MATLS INC		United StatesCOM SHS0362+362$0$17,586+$17,5862026-02-13
Q4 2025VZLA
VIZSLA SILVER CORP		COM NEW02,157+2,157$0$11,818+$11,8182026-02-13
Q4 2025AU
ANGLOGOLD ASHANTI PLC		COM SHS0114+114$0$9,722+$9,7222026-02-13
Q4 2025OPTT
OCEAN PWR TECHNOLOGIES INC		United StatesCOM NEW02+2$0$1+$12026-02-13
Q3 2025CEF
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD AN0185,647+185,647$0$6,811,388+$6,811,3882025-11-14
Q3 2025EMR
EMERSON ELEC CO		United StatesCOM01,105+1,105$0$144,954+$144,9542025-11-14
Q3 2025AMGN
AMGEN INC		United StatesCOM0450+450$0$126,990+$126,9902025-11-14
Q3 2025CVS
CVS HEALTH CORP		United StatesCOM01,155+1,155$0$87,075+$87,0752025-11-14
Q3 2025PHYS
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD TR02,520+2,520$0$74,642+$74,6422025-11-14
Q3 2025UPS
UNITED PARCEL SERVICE INC		United StatesCL B0805+805$0$67,242+$67,2422025-11-14
Q3 2025SLF
SUN LIFE FINANCIAL INC.		COM0776+776$0$46,588+$46,5882025-11-14
Q3 2025SO
SOUTHERN CO		United StatesCOM0150+150$0$14,215+$14,2152025-11-14
Q3 2025SN
SHARKNINJA INC		United StatesCOM SHS0128+128$0$13,203+$13,2032025-11-14
Q2 2025B
BARRICK MNG CORP		COM SHS037,968+37,968$0$791,041+$791,0412025-11-26
Q2 2025AXON
AXON ENTERPRISE INC		United StatesCOM0334+334$0$276,532+$276,5322025-11-26
Q2 2025NXPI
NXP SEMICONDUCTORS N V		COM0795+795$0$173,700+$173,7002025-11-26
Q2 2025CLX
CLOROX CO DEL		United StatesCOM01,135+1,135$0$136,279+$136,2792025-11-26
Q2 2025ABNB
AIRBNB INC		United StatesCOM CL A0292+292$0$38,643+$38,6432025-11-26
Q2 2025KMB
KIMBERLY-CLARK CORP		United StatesCOM0200+200$0$25,784+$25,7842025-11-26
Q2 2025UBER
UBER TECHNOLOGIES INC		United StatesCOM0215+215$0$20,060+$20,0602025-11-26
Q2 2025APTV
APTIV PLC		COM SHS0193+193$0$13,166+$13,1662025-11-26
Q2 2025IBKR
INTERACTIVE BROKERS GROUP IN		United StatesCOM CL A0232+232$0$12,855+$12,8552025-11-26
Q2 2025CPRT
COPART INC		United StatesCOM0130+130$0$6,379+$6,3792025-11-26
Q1 2025IP
INTERNATIONAL PAPER CO		United StatesCOM028,947+28,947$0$1,544,322+$1,544,3222025-12-08
Q1 2025CTVA
CORTEVA INC		United StatesCOM0825+825$0$51,917+$51,9172025-12-08
Q1 2025PODD
INSULET CORP		United StatesCOM0150+150$0$39,391+$39,3912025-12-08
Q1 2025CC
CHEMOURS CO		United StatesCOM0975+975$0$13,192+$13,1922025-12-08
Q1 2025SKX
SKECHERS U S A INC		United StatesCL A097+97$0$5,508+$5,5082025-12-08
Q1 2025GXO
GXO LOGISTICS INCORPORATED		United StatesCOMMON STOCK072+72$0$2,814+$2,8142025-12-08

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