EverSource Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

EverSource Wealth Advisors’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	$14.1K	Hold	1,500	–	–	﹤0.01%	2686
2026 Q1	$14.2K	Hold	1,500	–	–	﹤0.01%	2727
2025 Q4	$14.9K	Hold	1,500	–	–	﹤0.01%	2579
2025 Q3	$15.2K	Hold	1,500	–	–	﹤0.01%	2553
2025 Q2	$15.4K	Hold	1,500	–	–	﹤0.01%	2494
2025 Q1	$15K	Hold	1,500	–	–	﹤0.01%	1865
2024 Q4	$14.7K	Hold	1,500	–	–	﹤0.01%	1802
2024 Q3	$15.8K	Hold	1,500	–	–	﹤0.01%	1606
2024 Q2	$14.8K	Hold	1,500	–	–	﹤0.01%	1661
2024 Q1	$14.1K	Hold	1,500	–	–	﹤0.01%	1533
2023 Q4	$14.4K	Hold	1,500	–	–	﹤0.01%	1401
2023 Q3	$13.6K	Hold	1,500	–	–	﹤0.01%	1281
2023 Q2	$14K	Hold	1,500	–	–	﹤0.01%	1300
2023 Q1	$14.8K	Hold	1,500	–	–	﹤0.01%	1202
2022 Q4	$14.1K	Buy	+1,500	New	+$14.5K	﹤0.01%	1194

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's EVV Position: Q2 2026 in Review

EverSource Wealth Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 1,500 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

EverSource Wealth Advisors first reported a position in EVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

EverSource Wealth Advisors held 1,500 shares of Eaton Vance Limited Duration Income Fund worth $14.1K as of Q2 2026.
EverSource Wealth Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2686 holding.
EverSource Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $15.8K in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.