Envestnet Asset Management
EVG

Envestnet Asset Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Envestnet Asset Management’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$377K Buy
34,972
+7,083
+25% +$76K ﹤0.01% 4284
2026
Q1 		$298K Buy
27,889
+470
+2% +$5.11K ﹤0.01% 4279
2025
Q4 		$299K Sell
27,419
-8,545
-24% -$94.4K ﹤0.01% 4041
2025
Q3 		$407K Buy
35,964
+10,640
+42% +$119K ﹤0.01% 3899
2025
Q2 		$279K Buy
25,324
+4,942
+24% +$53.4K ﹤0.01% 4063
2025
Q1 		$224K Buy
20,382
+295
+1% +$3.26K ﹤0.01% 4090
2024
Q4 		$219K Sell
20,087
-3,338
-14% -$37.3K ﹤0.01% 4053
2024
Q3 		$262K Buy
23,425
+2,185
+10% +$24.1K ﹤0.01% 3897
2024
Q2 		$229K Buy
21,240
+4,264
+25% +$45.6K ﹤0.01% 3859
2024
Q1 		$179K Buy
16,976
+4,111
+32% +$43.6K ﹤0.01% 3966
2023
Q4 		$134K Buy
12,865
+2,423
+23% +$24.5K ﹤0.01% 3910
2023
Q3 		$108K Buy
+10,442
New +$105K ﹤0.01% 3861
2021
Q2 		– Sell
-22,067
Closed -$290K – 3650
2021
Q1 		$290K Buy
22,067
+3,589
+19% +$46.9K ﹤0.01% 3149
2020
Q4 		$228K Buy
+18,478
New +$226K ﹤0.01% 3068
2018
Q4 		– Sell
-16,097
Closed -$208K – 2884
2018
Q3 		$208K Buy
+16,097
New +$208K ﹤0.01% 1166
2016
Q4 		– Sell
-1,250
Closed -$17K – 3153
2016
Q3 		$17K Hold
1,250
– – ﹤0.01% 2829
2016
Q2 		$17K Hold
1,250
– – ﹤0.01% 2982
2016
Q1 		$17K Buy
+1,250
New +$16.3K ﹤0.01% 2986

Other funds holding EVG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management's EVG Position: Q2 2026 in Review

Envestnet Asset Management increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 25% in Q2 2026, buying an estimated $76K and bringing the position to 34,972 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #4284.

Envestnet Asset Management first reported a position in EVG in Q1 2016 and has held it in 18 quarters since. The position peaked at $407K in Q3 2025. 17 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Envestnet Asset Management held 34,972 shares of Eaton Vance Short Duration Diversified Income Fund worth $377K as of Q2 2026.
  • Envestnet Asset Management bought 7,083 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $76K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4284 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2016 and has held it in 18 quarters since.
  • Envestnet Asset Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $407K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.