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Essential Partners’s EVI Industries EVI Stock Holding History

Essential Partners’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
Q2 		$15 Sell
1
-10
-91% -$184 ﹤0.01% 2837
2026
Q1 		$226 Buy
11
+10
+1,000% +$224 ﹤0.01% 2587
2025
Q4 		$25 Hold
1
– – ﹤0.01% 2701
2025
Q3 		$32 Buy
+1
New +$26 ﹤0.01% 2607

Other funds holding EVI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's EVI Position: Q2 2026 in Review

Essential Partners reduced its EVI Industries (EVI) stake by 91% in Q2 2026, selling an estimated $184 and leaving 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Essential Partners first reported a position in EVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $226 in Q1 2026. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Essential Partners held 1 share of EVI Industries worth $15 as of Q2 2026.
  • Essential Partners sold 10 EVI Industries shares in Q2 2026, an estimated $184.
  • EVI Industries made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2837 holding.
  • Essential Partners first reported a position in EVI Industries in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's EVI Industries position peaked at $226 in Q1 2026.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.