Evelyn Partners Asset Management Ltd
Evelyn Partners Asset Management Ltd reported 308 positions worth $405.8M as of March 31, 2026 (13F filed May 15, 2026). Largest holding: GLD (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLD | SH | $26.5M | 6.53% | 61,557 | — | — | |
| ▸ 2 | VT | SH | $21.6M | 5.31% | 155,886 | — | — | |
| ▸ 3 | GDX | SH | $17.0M | 4.20% | 185,577 | — | — | |
| ▸ 4 | MSFT | SH | $14.9M | 3.67% | 40,254 | — | — | |
| ▸ 5 | GOOGL | SH | $13.0M | 3.19% | 45,081 | — | — | |
| ▸ 6 | VPL | SH | $11.8M | 2.91% | 121,019 | — | — | |
| ▸ 7 | AMZN | SH | $11.6M | 2.86% | 55,636 | — | — | |
| ▸ 8 | V | SH | $11.0M | 2.72% | 36,535 | — | — | |
| ▸ 9 | VDE | SH | $11.0M | 2.71% | 63,454 | — | — | |
| ▸ 10 | AAPL | SH | $10.1M | 2.49% | 39,793 | — | — |
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Frequently Asked Questions
What stocks does Evelyn Partners Asset Management Ltd hold as of Q1 2026?
Evelyn Partners Asset Management Ltd reported 308 positions worth $405.8M in its Q1 2026 13F filing. Largest positions: GLD (6.5%), VT (5.3%), GDX (4.2%), MSFT (3.7%) and GOOGL (3.2%).
What did Evelyn Partners Asset Management Ltd buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evelyn Partners Asset Management Ltd sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.