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Clearstead Advisors’s Evotec EVO Stock Holding History

Clearstead Advisors’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
2026
Q1 		$73 Hold
29
– – ﹤0.01% 2205
2025
Q4 		$90 Buy
+29
New +$100 ﹤0.01% 2529
2024
Q4 		– Sell
-200
Closed -$730 – 2121
2024
Q3 		$730 Hold
200
– – ﹤0.01% 1939
2024
Q2 		$960 Hold
200
– – ﹤0.01% 1896
2024
Q1 		$1.07K Buy
200
+10
+5% +$79 ﹤0.01% 1399
2023
Q4 		$2.23K Sell
190
-110
-37% -$1.08K ﹤0.01% 1269
2023
Q3 		$2.96K Buy
+300
New +$3.52K ﹤0.01% 1344

Other funds holding EVO

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clearstead Advisors's EVO Position: Q1 2026 in Review

Clearstead Advisors held its Evotec (EVO) position steady in Q1 2026 at 29 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Clearstead Advisors first reported a position in EVO in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.96K in Q3 2023. 46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • Clearstead Advisors held 29 shares of Evotec worth $73 as of Q1 2026.
  • Clearstead Advisors left its Evotec share count unchanged in Q1 2026.
  • Evotec made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #2205 holding.
  • Clearstead Advisors first reported a position in Evotec in Q3 2023 and has held it in 7 quarters since.
  • Clearstead Advisors's Evotec position peaked at $2.96K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.