CWP
EVV

Concord Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Concord Wealth Partners’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58K Buy
+276
New +$2.58K ﹤0.01% 726
2026
Q1 		– Sell
-263
Closed -$2.61K – 378
2025
Q4 		$2.61K Sell
263
-288
-52% -$2.89K ﹤0.01% 688
2025
Q3 		$5.59K Buy
551
+12
+2% +$122 ﹤0.01% 605
2025
Q2 		$5.53K Sell
539
-1,389
-72% -$13.7K ﹤0.01% 617
2025
Q1 		$19.2K Buy
1,928
+42
+2% +$425 ﹤0.01% 435
2024
Q4 		$18.4K Buy
1,886
+43
+2% +$439 ﹤0.01% 470
2024
Q3 		$19.4K Buy
1,843
+44
+2% +$442 ﹤0.01% 476
2024
Q2 		$17.5K Buy
1,799
+43
+2% +$416 ﹤0.01% 449
2024
Q1 		$17.1K Buy
1,756
+43
+3% +$420 ﹤0.01% 507
2023
Q4 		$16.4K Buy
1,713
+42
+3% +$383 ﹤0.01% 506
2023
Q3 		$15.1K Buy
1,671
+42
+3% +$391 ﹤0.01% 553
2023
Q2 		$15.3K Buy
1,629
+40
+3% +$372 ﹤0.01% 548
2023
Q1 		$15.6K Buy
1,589
+47
+3% +$472 ﹤0.01% 528
2022
Q4 		$14.5K Buy
+1,542
New +$14.9K ﹤0.01% 581
2022
Q3 		– Sell
-1,453
Closed -$15K – 464
2022
Q2 		$15K Buy
1,453
+41
+3% +$439 ﹤0.01% 604
2022
Q1 		$17K Buy
1,412
+35
+3% +$422 ﹤0.01% 662
2021
Q4 		$18K Buy
+1,377
New +$18.1K ﹤0.01% 668

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's EVV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 276 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EVV as recently as Q4 2025.

Concord Wealth Partners first reported a position in EVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $19.4K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Concord Wealth Partners held 276 shares of Eaton Vance Limited Duration Income Fund worth $2.58K as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new Concord Wealth Partners position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #726 holding.
  • Concord Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $19.4K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.