Harbour Investments’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Harbour Investments’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	$84.7K	Hold	3,450	–	–	﹤0.01%	2056
2025 Q4	$86.9K	Hold	3,450	–	–	﹤0.01%	1709
2025 Q3	$84.4K	Hold	3,450	–	–	﹤0.01%	1646
2025 Q2	$83.1K	Hold	3,450	–	–	﹤0.01%	1587
2025 Q1	$80.3K	Hold	3,450	–	–	﹤0.01%	1543
2024 Q4	$83K	Hold	3,450	–	–	﹤0.01%	1454
2024 Q3	$85.2K	Sell	3,450 -1,000	-22%	-$23.9K	﹤0.01%	1406
2024 Q2	$104K	Hold	4,450	–	–	﹤0.01%	1220
2024 Q1	$105K	Hold	4,450	–	–	﹤0.01%	1190
2023 Q4	$99K	Buy	4,450 +2,100	+89%	+$43.4K	﹤0.01%	1140
2023 Q3	$49.8K	Hold	2,350	–	–	﹤0.01%	1351
2023 Q2	$53.5K	Hold	2,350	–	–	﹤0.01%	1335
2023 Q1	$53.1K	Hold	2,350	–	–	﹤0.01%	1332
2022 Q4	$53.6K	Hold	2,350	–	–	﹤0.01%	1267
2022 Q3	$56K	Hold	2,350	–	–	﹤0.01%	1222
2022 Q2	$56K	Buy	+2,350	New	+$59.6K	﹤0.01%	1222
2021 Q4	$85K	Hold	2,847	–	–	0.01%	1037
2021 Q3	$78K	Hold	2,847	–	–	﹤0.01%	1513
2021 Q2	$79K	Buy	2,847 +497	+21%	+$13.7K	﹤0.01%	1528
2021 Q1	$62K	Buy	+2,350	New	+$57.7K	﹤0.01%	1552

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

Harbour Investments's EVT Position: Q1 2026 in Review

Harbour Investments held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 3,450 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Harbour Investments first reported a position in EVT in Q1 2021 and has held it in 20 quarters since. The position peaked at $105K in Q1 2024. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Harbour Investments held 3,450 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $84.7K as of Q1 2026.
Harbour Investments left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2056 holding.
Harbour Investments first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $105K in Q1 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.