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Private Trust Company’s Evotec EVO Stock Holding History

Private Trust Company’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 		$1.37K Hold
490
– – ﹤0.01% 2557
2026
Q1 		$1.23K Buy
+490
New +$1.58K ﹤0.01% 2453
2025
Q4 		– Sell
-564
Closed -$2.05K – 2575
2025
Q3 		$2.05K Buy
+564
New +$2.14K ﹤0.01% 2342

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Private Trust Company's EVO Position: Q2 2026 in Review

Private Trust Company held its Evotec (EVO) position steady in Q2 2026 at 490 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Private Trust Company first reported a position in EVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.05K in Q3 2025. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Private Trust Company held 490 shares of Evotec worth $1.37K as of Q2 2026.
  • Private Trust Company left its Evotec share count unchanged in Q2 2026.
  • Evotec made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2557 holding.
  • Private Trust Company first reported a position in Evotec in Q3 2025 and has held it in 3 quarters since.
  • Private Trust Company's Evotec position peaked at $2.05K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.