Fidelity Investments
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Fidelity Investments’s EVI Industries EVI Stock Holding History

Fidelity Investments’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 		$2.78M Buy
188,316
+44,783
+31% +$825K ﹤0.01% 2637
2026
Q1 		$2.95M Buy
143,533
+140,207
+4,215% +$3.14M ﹤0.01% 2501
2025
Q4 		$82K Sell
3,326
-51,562
-94% -$1.28M ﹤0.01% 3852
2025
Q3 		$1.74M Buy
54,888
+51,622
+1,581% +$1.35M ﹤0.01% 2595
2025
Q2 		$71.3K Sell
3,266
-180
-5% -$3.21K ﹤0.01% 3745
2025
Q1 		$57.8K Sell
3,446
-402
-10% -$7.02K ﹤0.01% 3799
2024
Q4 		$62.9K Sell
3,848
-404
-10% -$7.7K ﹤0.01% 3733
2024
Q3 		$82.2K Buy
4,252
+4,036
+1,869% +$72.4K ﹤0.01% 3559
2024
Q2 		$4.09K Buy
216
+35
+19% +$728 ﹤0.01% 4603
2024
Q1 		$4.51K Buy
181
+162
+853% +$3.56K ﹤0.01% 4536
2023
Q4 		$451 Sell
19
-7
-27% -$177 ﹤0.01% 4823
2023
Q3 		$645 Buy
26
+17
+189% +$429 ﹤0.01% 4692
2023
Q2 		$198 Hold
9
– – ﹤0.01% 4908
2023
Q1 		$178 Hold
9
– – ﹤0.01% 4863
2022
Q4 		$215 Hold
9
– – ﹤0.01% 4816
2022
Q3 		$0 Hold
9
– – ﹤0.01% 5010
2022
Q2 		$0 Sell
9
-20
-69% -$266 ﹤0.01% 5069
2022
Q1 		$0 Buy
29
+20
+222% +$435 ﹤0.01% 5113
2021
Q4 		$0 Hold
9
– – ﹤0.01% 4516
2021
Q3 		$0 Hold
9
– – ﹤0.01% 4539
2021
Q2 		$0 Hold
9
– – ﹤0.01% 4423
2021
Q1 		$0 Hold
9
– – ﹤0.01% 4129
2020
Q4 		$0 Sell
9
-27
-75% -$827 ﹤0.01% 3957
2020
Q3 		$1K Hold
36
– – ﹤0.01% 3551
2020
Q2 		$1K Buy
+36
New +$709 ﹤0.01% 3454
2019
Q2 		– Sell
-1
Closed – – 3850
2019
Q1 		$0 Buy
+1
New +$37 ﹤0.01% 3755

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Fidelity Investments's EVI Position: Q2 2026 in Review

Fidelity Investments increased its EVI Industries (EVI) stake by 31% in Q2 2026, buying an estimated $825K and bringing the position to 188,316 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Fidelity Investments first reported a position in EVI in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.95M in Q1 2026. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Fidelity Investments held 188,316 shares of EVI Industries worth $2.78M as of Q2 2026.
  • Fidelity Investments bought 44,783 EVI Industries shares in Q2 2026, an estimated $825K.
  • EVI Industries made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2637 holding.
  • Fidelity Investments first reported a position in EVI Industries in Q1 2019 and has held it in 26 quarters since.
  • Fidelity Investments's EVI Industries position peaked at $2.95M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.