Rockefeller Capital Management
EVO icon

Rockefeller Capital Management’s Evotec EVO Stock Holding History

Rockefeller Capital Management’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 		$28.6K Hold
10,219
– – ﹤0.01% 3610
2026
Q1 		$25.5K Buy
10,219
+9,515
+1,352% +$30.7K ﹤0.01% 3602
2025
Q4 		$2.17K Hold
704
– – ﹤0.01% 4298
2025
Q3 		$2.56K Buy
+704
New +$2.67K ﹤0.01% 4042

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

Rockefeller Capital Management's EVO Position: Q2 2026 in Review

Rockefeller Capital Management held its Evotec (EVO) position steady in Q2 2026 at 10,219 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Rockefeller Capital Management first reported a position in EVO in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Rockefeller Capital Management held 10,219 shares of Evotec worth $28.6K as of Q2 2026.
  • Rockefeller Capital Management left its Evotec share count unchanged in Q2 2026.
  • Evotec made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3610 holding.
  • Rockefeller Capital Management first reported a position in Evotec in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.