AssetMark Inc’s Evotec EVO Stock Holding History

AssetMark Inc’s Portfolio EVO Stock Details EVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-52	Closed	-$189	–	3408
2025 Q3	$189	Hold	52	–	–	﹤0.01%	3073
2025 Q2	$218	Buy	+52	New	+$204	﹤0.01%	2868

Other funds holding EVO

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's EVO Position: Q4 2025 in Review

AssetMark Inc sold out of Evotec (EVO) in Q4 2025, closing a stake of 52 shares — an estimated $189 sold.

AssetMark Inc first reported a position in EVO in Q2 2025 and held it in 2 quarters. The position peaked at $218 in Q2 2025. 44 funds tracked by Wall St. Rank hold EVO as of Q4 2025.

AssetMark Inc reported no remaining Evotec position as of Q4 2025 after selling out during the quarter.
AssetMark Inc sold 52 Evotec shares in Q4 2025, an estimated $189.
AssetMark Inc first reported a position in Evotec in Q2 2025 and held it in 2 quarters.
AssetMark Inc's Evotec position peaked at $218 in Q2 2025.
44 funds tracked by Wall St. Rank held Evotec as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.