John Overdeck’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

John Overdeck’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 Q2	–	Sell	-50,315	Closed	-$1.24M	–	5158
2026 Q1	$1.24M	Sell	50,315 -59,253	-54%	-$1.51M	﹤0.01%	3099
2025 Q4	$2.76M	Hold	109,568	–	–	﹤0.01%	2194
2025 Q3	$2.68M	Buy	109,568 +27,886	+34%	+$674K	﹤0.01%	1936
2025 Q2	$1.97M	Buy	+81,682	New	+$1.86M	﹤0.01%	1843
2024 Q3	–	Sell	-16,330	Closed	-$380K	–	3173
2024 Q2	$380K	Buy	+16,330	New	+$379K	﹤0.01%	2499

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

John Overdeck's EVT Position: Q2 2026 in Review

John Overdeck sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 50,315 shares — an estimated $1.24M sold.

John Overdeck first reported a position in EVT in Q2 2024 and held it in 5 quarters. The position peaked at $2.76M in Q4 2025. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

John Overdeck reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 50,315 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $1.24M.
John Overdeck first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2024 and held it in 5 quarters.
John Overdeck's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.76M in Q4 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.