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 Q3	$269	Buy	14 +13	+1,300%	+$205	﹤0.01%	2534
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's EVI Position: Q3 2026 in Review

Essential Partners increased its EVI Industries (EVI) stake by 1,300% in Q3 2026, buying an estimated $205 and bringing the position to 14 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Essential Partners first reported a position in EVI in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold EVI as of Q3 2026.

Essential Partners held 14 shares of EVI Industries worth $269 as of Q3 2026.
Essential Partners bought 13 EVI Industries shares in Q3 2026, an estimated $205.
EVI Industries made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2534 holding.
Essential Partners first reported a position in EVI Industries in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held EVI Industries as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.