LPL Financial
EVO icon

LPL Financial’s Evotec EVO Stock Holding History

LPL Financial’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 		$306K Buy
122,346
+27,721
+29% +$89.3K ﹤0.01% 5176
2025
Q4 		$291K Buy
94,625
+18,964
+25% +$65.1K ﹤0.01% 5160
2025
Q3 		$275K Buy
75,661
+37,816
+100% +$144K ﹤0.01% 5117
2025
Q2 		$159K Buy
+37,845
New +$148K ﹤0.01% 5159

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

LPL Financial's EVO Position: Q1 2026 in Review

LPL Financial increased its Evotec (EVO) stake by 29% in Q1 2026, buying an estimated $89.3K and bringing the position to 122,346 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #5176.

LPL Financial first reported a position in EVO in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • LPL Financial held 122,346 shares of Evotec worth $306K as of Q1 2026.
  • LPL Financial bought 27,721 Evotec shares in Q1 2026, an estimated $89.3K.
  • Evotec made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5176 holding.
  • LPL Financial first reported a position in Evotec in Q2 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.