True Wealth Design’s EVI Industries EVI Stock Holding History

True Wealth Design’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 Q3	$135	Buy	7 +4	+133%	+$63	﹤0.01%	2406
2026 Q2	$45	Buy	3 +2	+200%	+$37	﹤0.01%	2600
2026 Q1	$21	Hold	1	–	–	﹤0.01%	2638
2025 Q4	$25	Hold	1	–	–	﹤0.01%	2469
2025 Q3	$32	Hold	1	–	–	﹤0.01%	2622
2025 Q2	$22	Hold	1	–	–	﹤0.01%	2503
2025 Q1	$17	Sell	1 -6	-86%	-$105	﹤0.01%	2607
2024 Q4	$115	Buy	+7	New	+$133	﹤0.01%	1271

Other funds holding EVI

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's EVI Position: Q3 2026 in Review

True Wealth Design increased its EVI Industries (EVI) stake by 133% in Q3 2026, buying an estimated $63 and bringing the position to 7 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

True Wealth Design first reported a position in EVI in Q4 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold EVI as of Q3 2026.

True Wealth Design held 7 shares of EVI Industries worth $135 as of Q3 2026.
True Wealth Design bought 4 EVI Industries shares in Q3 2026, an estimated $63.
EVI Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2406 holding.
True Wealth Design first reported a position in EVI Industries in Q4 2024 and has held it in 8 quarters since.
7 funds tracked by Wall St. Rank held EVI Industries as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.