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Concurrent Investment Advisors’s Evotec EVO Stock Holding History

Concurrent Investment 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 		$28K Hold
10,016
– – ﹤0.01% 2077
2026
Q1 		$25K Buy
+10,016
New +$32.3K ﹤0.01% 1903

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

Concurrent Investment Advisors's EVO Position: Q2 2026 in Review

Concurrent Investment Advisors held its Evotec (EVO) position steady in Q2 2026 at 10,016 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Concurrent Investment Advisors first reported a position in EVO in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Concurrent Investment Advisors held 10,016 shares of Evotec worth $28K as of Q2 2026.
  • Concurrent Investment Advisors left its Evotec share count unchanged in Q2 2026.
  • Evotec made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2077 holding.
  • Concurrent Investment Advisors first reported a position in Evotec in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.