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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
Q2 		– Sell
-29
Closed -$73 – 3680
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 Buy
190
+40
+27% +$392 ﹤0.01% 1269
2023
Q3 		$1.48K Buy
+150
New +$1.76K ﹤0.01% 1301

Other funds holding EVO

DA
DCF Advisers Greenwich, Connecticut $566M AUM 197.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
FC
Fore Capital New York $338M AUM 10.07% 1-Year Est. Return

Clearstead Advisors's EVO Position: Q2 2026 in Review

Clearstead Advisors sold out of Evotec (EVO) in Q2 2026, closing a stake of 29 shares — an estimated $73 sold.

Clearstead Advisors first reported a position in EVO in Q3 2023 and held it in 7 quarters. The position peaked at $2.23K in Q4 2023. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Clearstead Advisors reported no remaining Evotec position as of Q2 2026 after selling out during the quarter.
  • Clearstead Advisors sold 29 Evotec shares in Q2 2026, an estimated $73.
  • Clearstead Advisors first reported a position in Evotec in Q3 2023 and held it in 7 quarters.
  • Clearstead Advisors's Evotec position peaked at $2.23K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.