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EverSource Wealth Advisors’s EVI Industries EVI Stock Holding History

EverSource Wealth 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
Q1 		$310 Buy
15
+11
+275% +$246 ﹤0.01% 4136
2025
Q4 		$99 Hold
4
– – ﹤0.01% 4105
2025
Q3 		$126 Hold
4
– – ﹤0.01% 4167
2025
Q2 		$87 Buy
4
+2
+100% +$36 ﹤0.01% 4146
2025
Q1 		$34 Buy
2
+1
+100% +$17 ﹤0.01% 3934
2024
Q4 		$16 Buy
+1
New +$19 ﹤0.01% 3718

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's EVI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its EVI Industries (EVI) stake by 275% in Q1 2026, buying an estimated $246 and bringing the position to 15 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #4136.

EverSource Wealth Advisors first reported a position in EVI in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • EverSource Wealth Advisors held 15 shares of EVI Industries worth $310 as of Q1 2026.
  • EverSource Wealth Advisors bought 11 EVI Industries shares in Q1 2026, an estimated $246.
  • EVI Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4136 holding.
  • EverSource Wealth Advisors first reported a position in EVI Industries in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.