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EverSource Wealth Advisors’s Evotec EVO Stock Holding History

EverSource Wealth 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 		– Sell
-17
Closed -$52 – 4428
2025
Q4 		$52 Sell
17
-119
-88% -$408 ﹤0.01% 4167
2025
Q3 		$494 Buy
+136
New +$517 ﹤0.01% 3953
2024
Q3 		– Sell
-111
Closed -$528 – 3056
2024
Q2 		$528 Buy
+111
New +$622 ﹤0.01% 2878

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

EverSource Wealth Advisors's EVO Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Evotec (EVO) in Q1 2026, closing a stake of 17 shares — an estimated $52 sold.

EverSource Wealth Advisors first reported a position in EVO in Q2 2024 and held it in 3 quarters. The position peaked at $528 in Q2 2024. 46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Evotec position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 17 Evotec shares in Q1 2026, an estimated $52.
  • EverSource Wealth Advisors first reported a position in Evotec in Q2 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Evotec position peaked at $528 in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.