Envestnet Asset Management
EVO icon

Envestnet Asset Management’s Evotec EVO Stock Holding History

Envestnet Asset Management’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 		$299K Buy
119,409
+49,377
+71% +$159K ﹤0.01% 4278
2025
Q4 		$216K Sell
70,032
-5,679
-8% -$19.5K ﹤0.01% 4229
2025
Q3 		$275K Sell
75,711
-15,953
-17% -$60.6K ﹤0.01% 4138
2025
Q2 		$385K Buy
+91,664
New +$359K ﹤0.01% 3890

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management's EVO Position: Q1 2026 in Review

Envestnet Asset Management increased its Evotec (EVO) stake by 71% in Q1 2026, buying an estimated $159K and bringing the position to 119,409 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

Envestnet Asset Management first reported a position in EVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $385K in Q2 2025. 46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • Envestnet Asset Management held 119,409 shares of Evotec worth $299K as of Q1 2026.
  • Envestnet Asset Management bought 49,377 Evotec shares in Q1 2026, an estimated $159K.
  • Evotec made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4278 holding.
  • Envestnet Asset Management first reported a position in Evotec in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Evotec position peaked at $385K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.