Axiom Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Axiom Investment Management’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$199K	Buy	+8,094	New	+$207K	0.15%	107

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Axiom Investment Management's EVT Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026: 8,094 shares worth $199K. The stake represents 0.15% of the portfolio and ranks #107 among its holdings.

145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Axiom Investment Management held 8,094 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $199K as of Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Axiom Investment Management position in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.15% of Axiom Investment Management's portfolio in Q1 2026, its #107 holding.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.