Clearstead Advisors’s EVI Industries EVI Stock Holding History

Clearstead Advisors’s Portfolio EVI Stock Details EVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20	Buy	+1	New	+$16	﹤0.01%	3428

Other funds holding EVI

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Clearstead Advisors's EVI Position: Q3 2026 in Review

Clearstead Advisors opened a new position in EVI Industries (EVI) in Q3 2026: 1 share worth $20. The stake represents ﹤0.01% of the portfolio and ranks #3428 among its holdings.

31 funds tracked by Wall St. Rank hold EVI as of Q3 2026.

Clearstead Advisors held 1 share of EVI Industries worth $20 as of Q3 2026.
EVI Industries was a new Clearstead Advisors position in Q3 2026.
EVI Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3428 holding.
31 funds tracked by Wall St. Rank held EVI Industries as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.