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Principal Securities’s Evotec EVO Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-773
Closed -$2.81K – 2014
2025
Q3 		$2.81K Buy
773
+20
+3% +$76 ﹤0.01% 3145
2025
Q2 		$3.16K Buy
753
+711
+1,693% +$2.79K ﹤0.01% 3002
2025
Q1 		$175 Hold
42
– – ﹤0.01% 3471
2024
Q4 		$175 Hold
42
– – ﹤0.01% 3466
2024
Q3 		$153 Buy
+42
New +$167 ﹤0.01% 3382

Other funds holding EVO

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Principal Securities's EVO Position: Q4 2025 in Review

Principal Securities sold out of Evotec (EVO) in Q4 2025, closing a stake of 773 shares — an estimated $2.81K sold.

Principal Securities first reported a position in EVO in Q3 2024 and held it in 5 quarters. The position peaked at $3.16K in Q2 2025. 44 funds tracked by Wall St. Rank hold EVO as of Q4 2025.

  • Principal Securities reported no remaining Evotec position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 773 Evotec shares in Q4 2025, an estimated $2.81K.
  • Principal Securities first reported a position in Evotec in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Evotec position peaked at $3.16K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Evotec as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.