UBS Group
EVI icon

UBS Group’s EVI Industries EVI Stock Holding History

UBS Group’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 		$65.5K Sell
3,184
-1,037
-25% -$23.2K ﹤0.01% 7220
2025
Q4 		$104K Buy
4,221
+1,777
+73% +$44.2K ﹤0.01% 6894
2025
Q3 		$77.3K Buy
2,444
+52
+2% +$1.36K ﹤0.01% 7280
2025
Q2 		$52.2K Sell
2,392
-2,388
-50% -$42.6K ﹤0.01% 7733
2025
Q1 		$80.2K Buy
4,780
+528
+12% +$9.22K ﹤0.01% 7213
2024
Q4 		$69.5K Buy
4,252
+282
+7% +$5.37K ﹤0.01% 7086
2024
Q3 		$76.7K Buy
3,970
+863
+28% +$15.5K ﹤0.01% 6543
2024
Q2 		$58.8K Sell
3,107
-5,141
-62% -$107K ﹤0.01% 6567
2024
Q1 		$205K Buy
8,248
+1,599
+24% +$35.1K ﹤0.01% 5835
2023
Q4 		$158K Buy
6,649
+2,723
+69% +$68.9K ﹤0.01% 5914
2023
Q3 		$97.4K Sell
3,926
-347
-8% -$8.76K ﹤0.01% 5846
2023
Q2 		$94K Buy
4,273
+2,145
+101% +$43.7K ﹤0.01% 6057
2023
Q1 		$42.1K Sell
2,128
-805
-27% -$16.7K ﹤0.01% 6573
2022
Q4 		$70K Buy
2,933
+1,433
+96% +$28.1K ﹤0.01% 6448
2022
Q3 		$27K Hold
1,500
– – ﹤0.01% 6992
2022
Q2 		$15K Sell
1,500
-1,640
-52% -$21.8K ﹤0.01% 7282
2022
Q1 		$58K Buy
3,140
+170
+6% +$3.7K ﹤0.01% 6349
2021
Q4 		$93K Buy
2,970
+1,470
+98% +$47K ﹤0.01% 6373
2021
Q3 		$41K Hold
1,500
– – ﹤0.01% 6497
2021
Q2 		$43K Sell
1,500
-802
-35% -$23.5K ﹤0.01% 6570
2021
Q1 		$66K Sell
2,302
-2,636
-53% -$92.3K ﹤0.01% 6279
2020
Q4 		$147K Buy
4,938
+258
+6% +$7.91K ﹤0.01% 5439
2020
Q3 		$124K Sell
4,680
-745
-14% -$18.2K ﹤0.01% 5062
2020
Q2 		$118K Sell
5,425
-1,601
-23% -$31.5K ﹤0.01% 5168
2020
Q1 		$110K Sell
7,026
-2,686
-28% -$60.4K ﹤0.01% 5207
2019
Q4 		$263K Buy
9,712
+1,417
+17% +$44.4K ﹤0.01% 5398
2019
Q3 		$265K Buy
8,295
+2,790
+51% +$92.6K ﹤0.01% 5032
2019
Q2 		$211K Buy
5,505
+830
+18% +$30.7K ﹤0.01% 4885
2019
Q1 		$178K Sell
4,675
-1,415
-23% -$51.7K ﹤0.01% 4682
2018
Q4 		$203K Buy
6,090
+197
+3% +$7.36K ﹤0.01% 4947
2018
Q3 		$229K Buy
5,893
+367
+7% +$15.4K ﹤0.01% 4955
2018
Q2 		$223K Buy
5,526
+267
+5% +$10.3K ﹤0.01% 4861
2018
Q1 		$206K Buy
5,259
+255
+5% +$9.55K ﹤0.01% 4767
2017
Q4 		$200K Buy
5,004
+89
+2% +$2.54K ﹤0.01% 4901
2017
Q3 		$136K Buy
4,915
+3,115
+173% +$88K ﹤0.01% 5123
2017
Q2 		$49K Buy
+1,800
New +$41.7K ﹤0.01% 5651
2017
Q1 		– Sell
-299
Closed -$4K – 7726
2016
Q4 		$4K Sell
299
-1,216
-80% -$13.8K ﹤0.01% 7320
2016
Q3 		$12K Buy
1,515
+667
+79% +$3.31K ﹤0.01% 6651
2016
Q2 		$3K Sell
848
-425
-33% -$1.64K ﹤0.01% 7325
2016
Q1 		$4K Sell
1,273
-2,740
-68% -$9.63K ﹤0.01% 7082
2015
Q4 		$17K Buy
4,013
+431
+12% +$1.65K ﹤0.01% 6898
2015
Q3 		$14K Sell
3,582
-1,477
-29% -$6.91K ﹤0.01% 7012
2015
Q2 		$23K Buy
5,059
+4,163
+465% +$16.3K ﹤0.01% 6749
2015
Q1 		$3K Buy
+896
New +$2.29K ﹤0.01% 8322

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

UBS Group's EVI Position: Q1 2026 in Review

UBS Group reduced its EVI Industries (EVI) stake by 25% in Q1 2026, selling an estimated $23.2K and leaving 3,184 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7220.

UBS Group first reported a position in EVI in Q1 2015 and has held it in 44 quarters since. The position peaked at $265K in Q3 2019. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • UBS Group held 3,184 shares of EVI Industries worth $65.5K as of Q1 2026.
  • UBS Group sold 1,037 EVI Industries shares in Q1 2026, an estimated $23.2K.
  • EVI Industries made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7220 holding.
  • UBS Group first reported a position in EVI Industries in Q1 2015 and has held it in 44 quarters since.
  • UBS Group's EVI Industries position peaked at $265K in Q3 2019.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.