Evelyn Partners Group Ltd

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
669
Total value ($000)
$6,255,527
Net value change ($000)
-40,609,458 (-86.7%)
New positions
144
Sold out positions
26
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TEVA 233,988 NEW
MSFT 136,993 39.3%
NVDA 57,198 22.5%
AAPL 37,526 21.0%
AMZN 25,537 6.8%
META 21,573 21.1%
XOM 19,914 NEW
VPL 18,566 NEW
TMO 18,230 31.0%
VGT 18,212 NEW
Top Reduces (Value $000, Stocks/ETFs)
AZN -41,155,115 -99.1%
CRH -31,574 -21.8%
VSGX -29,330 -99.1%
DVY -24,476 -99.7%
VT -19,943 -41.6%
TIP -17,935 -83.6%
SYK -17,571 -14.1%
MCD -15,716 -50.2%
AZO -15,606 -40.5%
VOO -14,376 -58.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type