Morgan Stanley
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Morgan Stanley’s EVI Industries EVI Stock Holding History

Morgan Stanley’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 		$106K Sell
5,172
-1,877
-27% -$42K ﹤0.01% 6126
2025
Q4 		$174K Buy
7,049
+759
+12% +$18.9K ﹤0.01% 5984
2025
Q3 		$199K Sell
6,290
-3,811
-38% -$99.7K ﹤0.01% 5892
2025
Q2 		$221K Sell
10,101
-35
-0.3% -$624 ﹤0.01% 5812
2025
Q1 		$170K Sell
10,136
-814
-7% -$14.2K ﹤0.01% 5805
2024
Q4 		$179K Sell
10,950
-2,484
-18% -$47.3K ﹤0.01% 5833
2024
Q3 		$260K Buy
13,434
+8,522
+173% +$153K ﹤0.01% 5656
2024
Q2 		$92.9K Sell
4,912
-2,989
-38% -$62.1K ﹤0.01% 5988
2024
Q1 		$197K Sell
7,901
-11,559
-59% -$254K ﹤0.01% 5744
2023
Q4 		$462K Sell
19,460
-12,909
-40% -$327K ﹤0.01% 5645
2023
Q3 		$803K Buy
32,369
+96
+0.3% +$2.42K ﹤0.01% 4924
2023
Q2 		$710K Sell
32,273
-58,912
-65% -$1.2M ﹤0.01% 5030
2023
Q1 		$1.81M Sell
91,185
-311,853
-77% -$6.48M ﹤0.01% 4523
2022
Q4 		$9.62M Buy
403,038
+22,722
+6% +$446K ﹤0.01% 3133
2022
Q3 		$6.9M Buy
380,316
+14,288
+4% +$169K ﹤0.01% 3361
2022
Q2 		$3.66M Buy
366,028
+16,004
+5% +$213K ﹤0.01% 4028
2022
Q1 		$6.51M Sell
350,024
-20,983
-6% -$457K ﹤0.01% 3390
2021
Q4 		$11.6M Buy
371,007
+13,050
+4% +$418K ﹤0.01% 2786
2021
Q3 		$9.74M Sell
357,957
-2,341
-0.6% -$62.7K ﹤0.01% 2921
2021
Q2 		$10.2M Sell
360,298
-31,076
-8% -$909K ﹤0.01% 2956
2021
Q1 		$11.3M Buy
391,374
+31,053
+9% +$1.09M ﹤0.01% 2524
2020
Q4 		$10.8M Buy
360,321
+10,307
+3% +$316K ﹤0.01% 2432
2020
Q3 		$9.31M Sell
350,014
-17,108
-5% -$418K ﹤0.01% 2095
2020
Q2 		$7.97M Buy
367,122
+41,834
+13% +$824K ﹤0.01% 2180
2020
Q1 		$5.13M Sell
325,288
-32,660
-9% -$734K ﹤0.01% 2439
2019
Q4 		$9.68M Sell
357,948
-13,466
-4% -$422K ﹤0.01% 2471
2019
Q3 		$11.9M Buy
371,414
+3,795
+1% +$126K ﹤0.01% 1945
2019
Q2 		$14.1M Sell
367,619
-6,068
-2% -$225K ﹤0.01% 1805
2019
Q1 		$14.2M Buy
373,687
+365,272
+4,341% +$13.4M ﹤0.01% 1713
2018
Q4 		$280K Buy
8,415
+1,272
+18% +$47.5K ﹤0.01% 5138
2018
Q3 		$278K Sell
7,143
-1,391
-16% -$58.5K ﹤0.01% 5305
2018
Q2 		$344K Sell
8,534
-14
-0.2% -$541 ﹤0.01% 5305
2018
Q1 		$336K Buy
8,548
+225
+3% +$8.43K ﹤0.01% 5221
2017
Q4 		$333K Buy
8,323
+8
+0.1% +$228 ﹤0.01% 5189
2017
Q3 		$231K Buy
8,315
+738
+10% +$20.8K ﹤0.01% 5282
2017
Q2 		$205K Sell
7,577
-6,605
-47% -$153K ﹤0.01% 5314
2017
Q1 		$269K Buy
14,182
+9,712
+217% +$173K ﹤0.01% 5175
2016
Q4 		$65K Buy
4,470
+1,159
+35% +$13.1K ﹤0.01% 5682
2016
Q3 		$27K Hold
3,311
– – ﹤0.01% 5818
2016
Q2 		$13K Buy
3,311
+311
+10% +$1.2K ﹤0.01% 5983
2016
Q1 		$10K Hold
3,000
– – ﹤0.01% 6129
2015
Q4 		$13K Buy
3,000
+2,000
+200% +$7.63K ﹤0.01% 6175
2015
Q3 		$4K Hold
1,000
– – ﹤0.01% 6415
2015
Q2 		$4K Buy
+1,000
New +$3.93K ﹤0.01% 6444
2014
Q4 		– Sell
-1,639
Closed -$4K – 6592
2014
Q3 		$4K Hold
1,639
– – ﹤0.01% 6362
2014
Q2 		$4K Hold
1,639
– – ﹤0.01% 6313
2014
Q1 		$6K Buy
+1,639
New +$5.22K ﹤0.01% 6215

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

Morgan Stanley's EVI Position: Q1 2026 in Review

Morgan Stanley reduced its EVI Industries (EVI) stake by 27% in Q1 2026, selling an estimated $42K and leaving 5,172 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #6126.

Morgan Stanley first reported a position in EVI in Q1 2014 and has held it in 47 quarters since. The position peaked at $14.2M in Q1 2019. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Morgan Stanley held 5,172 shares of EVI Industries worth $106K as of Q1 2026.
  • Morgan Stanley sold 1,877 EVI Industries shares in Q1 2026, an estimated $42K.
  • EVI Industries made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6126 holding.
  • Morgan Stanley first reported a position in EVI Industries in Q1 2014 and has held it in 47 quarters since.
  • Morgan Stanley's EVI Industries position peaked at $14.2M in Q1 2019.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.