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
Q2 		$391K Buy
139,596
+20,187
+17% +$58.3K ﹤0.01% 4265
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

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
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
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Envestnet Asset Management's EVO Position: Q2 2026 in Review

Envestnet Asset Management increased its Evotec (EVO) stake by 17% in Q2 2026, buying an estimated $58.3K and bringing the position to 139,596 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

Envestnet Asset Management first reported a position in EVO in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Envestnet Asset Management held 139,596 shares of Evotec worth $391K as of Q2 2026.
  • Envestnet Asset Management bought 20,187 Evotec shares in Q2 2026, an estimated $58.3K.
  • Evotec made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4265 holding.
  • Envestnet Asset Management first reported a position in Evotec in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.