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Briaud Financial Planning’s Evotec EVO Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-2,160
Closed -$9K – 111
2025
Q2 		$9K Hold
2,160
– – ﹤0.01% 246
2025
Q1 		$7K Hold
2,160
– – ﹤0.01% 146
2024
Q4 		$8K Hold
2,160
– – ﹤0.01% 141
2024
Q3 		$7K Hold
2,160
– – ﹤0.01% 110
2024
Q2 		$10K Hold
2,160
– – 0.01% 104
2024
Q1 		$17K Buy
+2,160
New +$17K 0.01% 93
2023
Q4 		– Sell
-2,160
Closed -$21K – 65
2023
Q3 		$21K Buy
+2,160
New +$25.4K 0.02% 86

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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Briaud Financial Planning's EVO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Evotec (EVO) in Q3 2025, closing a stake of 2,160 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in EVO in Q3 2023 and held it in 7 quarters. The position peaked at $21K in Q3 2023. 37 funds tracked by Wall St. Rank hold EVO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Evotec position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 2,160 Evotec shares in Q3 2025, an estimated $9K.
  • Briaud Financial Planning first reported a position in Evotec in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Evotec position peaked at $21K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held Evotec as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.