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Ritholtz Wealth Management’s EVI Industries EVI Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-22,985
Closed -$566K – 1218
2025
Q4 		$566K Sell
22,985
-406
-2% -$10.1K 0.01% 680
2025
Q3 		$739K Buy
+23,391
New +$612K 0.01% 571

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

Ritholtz Wealth Management's EVI Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of EVI Industries (EVI) in Q1 2026, closing a stake of 22,985 shares — an estimated $566K sold.

Ritholtz Wealth Management first reported a position in EVI in Q3 2025 and held it in 2 quarters. The position peaked at $739K in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining EVI Industries position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 22,985 EVI Industries shares in Q1 2026, an estimated $566K.
  • Ritholtz Wealth Management first reported a position in EVI Industries in Q3 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's EVI Industries position peaked at $739K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.