DOSSIER · 13F-HR · Q2 2026

Evelyn Partners Group Ltd

$46.9B in tracked AUM across 1,185 positions as of Q2 2026.

EP
CIK 0002146944 · last filed Jun 30, 2026
Total AUM
$46.9B
as of Q2 2026
Holdings
1,185
positions
Whale Score
76
76
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Evelyn Partners Group Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G0593M107
ASTRAZENECA PLC
$41.5B2.2M88.6%
02
GOOGL
ALPHABET INC
$406M1.1M0.9%
03
AMZN
AMAZON COM INC
$375M1.6M0.8%
04
MSFT
MICROSOFT CORP
$348M934K0.7%
05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$268M562K0.6%
06
NVDA
NVIDIA CORPORATION
$254M1.3M0.5%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$195M389K0.4%
08
AAPL
APPLE INC
$178M616K0.4%
09
V
VISA INC
$175M509K0.4%
10
G25508105
CRH PLC
$145M1.4M0.3%

Filing history

2026Q2Jun 30
$46.9B
1,185 positionsView →