13F Filings History of Evelyn Partners Asset Management Ltd

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$426,262,207
Signature - Title
Matthew Francis Dean - Head of Central Oversight
Location
London
Summary
This page shows a list of all the recent 13F filings made by Evelyn Partners Asset Management Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evelyn Partners Asset Management Ltd reported 284 stock holdings with total value $426,262,207 as of Q4 2025. Top holdings included GLD, VT, MSFT, GDX, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 284 $426,262,207 +$31,363,818 -$58,967,774 -$27,603,956 GLD, VT, MSFT, GDX, GOOGL 13F-HR 13 Feb 2026, 12:35
Q3 2025 280 $442,936,905 +$44,654,346 -$17,934,099 +$26,720,247 GLD, VT, MSFT, GOOGL, AMZN 13F-HR 14 Nov 2025, 16:21
Q2 2025 237 $394,536,416 +$21,477,142 -$13,897,099 +$7,580,043 VT, GLD, MSFT, GOOGL, AMZN Restatement 25 Nov 2025, 19:56
Q1 2025 248 $358,980,776 +$15,304,494 -$25,764,185 -$10,459,691 VT, GLD, MSFT, V, GOOGL Restatement 08 Dec 2025, 12:00
Q4 2024 245 $371,491,988 $0 $0 $0 VT, GLD, MSFT, GOOGL, AMZN 13F-HR 11 Dec 2025, 15:51