Corient Private Wealth
EVV

Corient Private Wealth’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Corient Private Wealth’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 		$118K Sell
12,640
-1,658
-12% -$15.5K ﹤0.01% 2910
2026
Q1 		$135K Buy
14,298
+736
+5% +$7.17K ﹤0.01% 2638
2025
Q4 		$134K Sell
13,562
-5,480
-29% -$54.9K ﹤0.01% 2497
2025
Q3 		$193K Sell
19,042
-2,160
-10% -$22K ﹤0.01% 2353
2025
Q2 		$218K Sell
21,202
-299
-1% -$2.96K ﹤0.01% 2188
2025
Q1 		$215K Buy
21,501
+849
+4% +$8.59K ﹤0.01% 2034
2024
Q4 		$202K Sell
20,652
-583
-3% -$5.96K ﹤0.01% 2114
2024
Q3 		$223K Sell
21,235
-2,711
-11% -$27.2K ﹤0.01% 2173
2024
Q2 		$233K Sell
23,946
-576
-2% -$5.57K ﹤0.01% 2044
2024
Q1 		$239K Buy
24,522
+3,636
+17% +$35.5K ﹤0.01% 2015
2023
Q4 		$200K Sell
20,886
-875
-4% -$7.97K ﹤0.01% 2080
2023
Q3 		$197K Buy
21,761
+541
+3% +$5.03K ﹤0.01% 1923
2023
Q2 		$199K Sell
21,220
-481
-2% -$4.47K ﹤0.01% 1879
2023
Q1 		$214K Buy
+21,701
New +$218K ﹤0.01% 1770

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

Corient Private Wealth's EVV Position: Q2 2026 in Review

Corient Private Wealth reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 12% in Q2 2026, selling an estimated $15.5K and leaving 12,640 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Corient Private Wealth first reported a position in EVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $239K in Q1 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Corient Private Wealth held 12,640 shares of Eaton Vance Limited Duration Income Fund worth $118K as of Q2 2026.
  • Corient Private Wealth sold 1,658 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $15.5K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2910 holding.
  • Corient Private Wealth first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Eaton Vance Limited Duration Income Fund position peaked at $239K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.