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
Q2 		$465K Buy
166,045
+43,699
+36% +$126K ﹤0.01% 5086
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

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

LPL Financial's EVO Position: Q2 2026 in Review

LPL Financial increased its Evotec (EVO) stake by 36% in Q2 2026, buying an estimated $126K and bringing the position to 166,045 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #5086.

LPL Financial 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.

  • LPL Financial held 166,045 shares of Evotec worth $465K as of Q2 2026.
  • LPL Financial bought 43,699 Evotec shares in Q2 2026, an estimated $126K.
  • Evotec made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5086 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.