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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
Q2 		$178 Sell
12
-3
-20% -$55 ﹤0.01% 4260
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 $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

EverSource Wealth Advisors's EVI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its EVI Industries (EVI) stake by 20% in Q2 2026, selling an estimated $55 and leaving 12 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #4260.

EverSource Wealth Advisors first reported a position in EVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $310 in Q1 2026. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • EverSource Wealth Advisors held 12 shares of EVI Industries worth $178 as of Q2 2026.
  • EverSource Wealth Advisors sold 3 EVI Industries shares in Q2 2026, an estimated $55.
  • EVI Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4260 holding.
  • EverSource Wealth Advisors first reported a position in EVI Industries in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's EVI Industries position peaked at $310 in Q1 2026.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.