Pathstone Holdings’s Evotec EVO Stock Holding History

Pathstone 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 Q2	$100K	Buy	35,779 +1,652	+5%	+$4.77K	﹤0.01%	2284
2026 Q1	$85.3K	Buy	+34,127	New	+$110K	﹤0.01%	2163

Other funds holding EVO

DCF Advisers Greenwich, Connecticut $566M AUM 197.74% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Pathstone Holdings's EVO Position: Q2 2026 in Review

Pathstone Holdings increased its Evotec (EVO) stake by 4.8% in Q2 2026, buying an estimated $4.77K and bringing the position to 35,779 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Pathstone Holdings first reported a position in EVO in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

Pathstone Holdings held 35,779 shares of Evotec worth $100K as of Q2 2026.
Pathstone Holdings bought 1,652 Evotec shares in Q2 2026, an estimated $4.77K.
Evotec made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2284 holding.
Pathstone Holdings first reported a position in Evotec in Q1 2026 and has held it in 2 quarters since.
34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.