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Wealth Preservation Advisors’s EVI Industries EVI Stock Holding History

Wealth Preservation Advisors’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 		$41 Buy
+2
New +$45 ﹤0.01% 981

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

Wealth Preservation Advisors's EVI Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in EVI Industries (EVI) in Q1 2026: 2 shares worth $41. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Wealth Preservation Advisors held 2 shares of EVI Industries worth $41 as of Q1 2026.
  • EVI Industries was a new Wealth Preservation Advisors position in Q1 2026.
  • EVI Industries made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #981 holding.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.