Morgan Stanley
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Morgan Stanley’s Evotec EVO Stock Holding History

Morgan Stanley’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 		$649K Buy
259,744
+154
+0.1% +$496 ﹤0.01% 5351
2025
Q4 		$800K Sell
259,590
-55,322
-18% -$190K ﹤0.01% 5293
2025
Q3 		$1.14M Sell
314,912
-70,302
-18% -$267K ﹤0.01% 5109
2025
Q2 		$1.62M Buy
385,214
+297,173
+338% +$1.16M ﹤0.01% 4837
2025
Q1 		$294K Sell
88,041
-37,880
-30% -$155K ﹤0.01% 5572
2024
Q4 		$524K Buy
125,921
+3,467
+3% +$14.6K ﹤0.01% 5399
2024
Q3 		$447K Buy
122,454
+644
+0.5% +$2.56K ﹤0.01% 5455
2024
Q2 		$585K Buy
121,810
+34,204
+39% +$192K ﹤0.01% 5222
2024
Q1 		$686K Buy
87,606
+192
+0.2% +$1.51K ﹤0.01% 5166
2023
Q4 		$1.03M Buy
87,414
+19,306
+28% +$189K ﹤0.01% 5278
2023
Q3 		$672K Buy
68,108
+15,286
+29% +$180K ﹤0.01% 5014
2023
Q2 		$597K Buy
52,822
+6,026
+13% +$64.4K ﹤0.01% 5122
2023
Q1 		$489K Buy
46,796
+297
+0.6% +$2.84K ﹤0.01% 5273
2022
Q4 		$376K Buy
46,499
+1,623
+4% +$14.2K ﹤0.01% 5380
2022
Q3 		$395K Buy
44,876
+2,695
+6% +$32.1K ﹤0.01% 5385
2022
Q2 		$505K Buy
42,181
+10,329
+32% +$135K ﹤0.01% 5419
2022
Q1 		$482K Sell
31,852
-2,536
-7% -$43.4K ﹤0.01% 5423
2021
Q4 		$816K Buy
+34,388
New +$801K ﹤0.01% 5224

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley's EVO Position: Q1 2026 in Review

Morgan Stanley increased its Evotec (EVO) stake by 0.06% in Q1 2026, buying an estimated $496 and bringing the position to 259,744 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #5351.

Morgan Stanley first reported a position in EVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q2 2025. 46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • Morgan Stanley held 259,744 shares of Evotec worth $649K as of Q1 2026.
  • Morgan Stanley bought 154 Evotec shares in Q1 2026, an estimated $496.
  • Evotec made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5351 holding.
  • Morgan Stanley first reported a position in Evotec in Q4 2021 and has held it in 18 quarters since.
  • Morgan Stanley's Evotec position peaked at $1.62M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.