Osaic Holdings
EVO icon

Osaic Holdings’s Evotec EVO Stock Holding History

Osaic Holdings’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 		$850 Buy
340
+5
+1% +$16 ﹤0.01% 7310
2025
Q4 		$1.03K Sell
335
-54
-14% -$185 ﹤0.01% 7266
2025
Q3 		$1.41K Buy
389
+40
+11% +$152 ﹤0.01% 7243
2025
Q2 		$1.47K Sell
349
-141
-29% -$553 ﹤0.01% 7046
2025
Q1 		$1.64K Sell
490
-15
-3% -$61 ﹤0.01% 6672
2024
Q4 		$2.1K Buy
505
+39
+8% +$164 ﹤0.01% 6581
2024
Q3 		$1.7K Buy
466
+134
+40% +$532 ﹤0.01% 6674
2024
Q2 		$1.59K Buy
+332
New +$1.86K ﹤0.01% 6680
2024
Q1 		– Sell
-101
Closed -$1.18K – 7259
2023
Q4 		$1.18K Hold
101
– – ﹤0.01% 6699
2023
Q3 		$996 Buy
101
+83
+461% +$975 ﹤0.01% 6826
2023
Q2 		$203 Buy
+18
New +$192 ﹤0.01% 7205

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

Osaic Holdings's EVO Position: Q1 2026 in Review

Osaic Holdings increased its Evotec (EVO) stake by 1.5% in Q1 2026, buying an estimated $16 and bringing the position to 340 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #7310.

Osaic Holdings first reported a position in EVO in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.1K in Q4 2024. 46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • Osaic Holdings held 340 shares of Evotec worth $850 as of Q1 2026.
  • Osaic Holdings bought 5 Evotec shares in Q1 2026, an estimated $16.
  • Evotec made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7310 holding.
  • Osaic Holdings first reported a position in Evotec in Q2 2023 and has held it in 11 quarters since.
  • Osaic Holdings's Evotec position peaked at $2.1K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.