IAA
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Independent Advisor Alliance’s Evotec EVO Stock Holding History

Independent Advisor Alliance’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
-11,828
Closed -$29.6K – 1200
2026
Q1 		$29.6K Buy
+11,828
New +$38.1K ﹤0.01% 1575

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

Independent Advisor Alliance's EVO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Evotec (EVO) in Q2 2026, closing a stake of 11,828 shares — an estimated $29.6K sold.

Independent Advisor Alliance first reported a position in EVO in Q1 2026 and held it in 1 quarter. The position peaked at $29.6K in Q1 2026. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Evotec position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,828 Evotec shares in Q2 2026, an estimated $29.6K.
  • Independent Advisor Alliance first reported a position in Evotec in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Evotec position peaked at $29.6K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.