UBS Group
EVO icon

UBS Group’s Evotec EVO Stock Holding History

UBS Group’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 		– Sell
-1,501
Closed -$3.75K – 10602
2026
Q1 		$3.75K Buy
+1,501
New +$4.84K ﹤0.01% 9038
2025
Q4 		– Sell
-9,762
Closed -$35.4K – 10687
2025
Q3 		$35.4K Sell
9,762
-598
-6% -$2.27K ﹤0.01% 7790
2025
Q2 		$43.5K Sell
10,360
-3,260
-24% -$12.8K ﹤0.01% 7884
2025
Q1 		$45.5K Buy
13,620
+9,914
+268% +$40.5K ﹤0.01% 7662
2024
Q4 		$15.4K Buy
3,706
+2,676
+260% +$11.2K ﹤0.01% 8046
2024
Q3 		$3.76K Hold
1,030
– – ﹤0.01% 8224
2024
Q2 		$4.94K Sell
1,030
-736
-42% -$4.13K ﹤0.01% 8036
2024
Q1 		$13.8K Sell
1,766
-508
-22% -$4K ﹤0.01% 7085
2023
Q4 		$26.7K Buy
2,274
+435
+24% +$4.27K ﹤0.01% 6923
2023
Q3 		$18.2K Sell
1,839
-5,486
-75% -$64.5K ﹤0.01% 6857
2023
Q2 		$82.8K Buy
7,325
+5,995
+451% +$64K ﹤0.01% 6157
2023
Q1 		$13.9K Sell
1,330
-2,006
-60% -$19.2K ﹤0.01% 7374
2022
Q4 		$27K Buy
3,336
+450
+16% +$3.94K ﹤0.01% 7351
2022
Q3 		$26K Buy
2,886
+2,586
+862% +$30.8K ﹤0.01% 7042
2022
Q2 		$4K Sell
300
-1,457
-83% -$19K ﹤0.01% 9058
2022
Q1 		$27K Sell
1,757
-234
-12% -$4K ﹤0.01% 7097
2021
Q4 		$47K Buy
+1,991
New +$46.4K ﹤0.01% 6961

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

UBS Group's EVO Position: Q2 2026 in Review

UBS Group sold out of Evotec (EVO) in Q2 2026, closing a stake of 1,501 shares — an estimated $3.75K sold.

UBS Group first reported a position in EVO in Q4 2021 and held it in 17 quarters. The position peaked at $82.8K in Q2 2023. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • UBS Group reported no remaining Evotec position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,501 Evotec shares in Q2 2026, an estimated $3.75K.
  • UBS Group first reported a position in Evotec in Q4 2021 and held it in 17 quarters.
  • UBS Group's Evotec position peaked at $82.8K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.