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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's EVI Position: Q2 2026 in Review

True Wealth Design increased its EVI Industries (EVI) stake by 200% in Q2 2026, buying an estimated $37 and bringing the position to 3 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

True Wealth Design first reported a position in EVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $115 in Q4 2024. 5 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

True Wealth Design held 3 shares of EVI Industries worth $45 as of Q2 2026.
True Wealth Design bought 2 EVI Industries shares in Q2 2026, an estimated $37.
EVI Industries made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2600 holding.
True Wealth Design first reported a position in EVI Industries in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's EVI Industries position peaked at $115 in Q4 2024.
5 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.