KWM
EVV

Kanen Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Kanen Wealth Management’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 		$4.36M Buy
465,077
+85,261
+22% +$798K 1.06% 19
2026
Q1 		$3.59M Buy
379,816
+24,700
+7% +$241K 1.29% 20
2025
Q4 		$3.53M Sell
355,116
-46,298
-12% -$464K 1.07% 21
2025
Q3 		$4.09M Sell
401,414
-155
-0% -$1.58K 1.37% 16
2025
Q2 		$4.12M Buy
401,569
+34,350
+9% +$340K 1.58% 14
2025
Q1 		$3.66M Buy
367,219
+137,994
+60% +$1.4M 1.48% 16
2024
Q4 		$2.24M Buy
+229,225
New +$2.34M 0.83% 16

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

Kanen Wealth Management's EVV Position: Q2 2026 in Review

Kanen Wealth Management increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 22% in Q2 2026, buying an estimated $798K and bringing the position to 465,077 shares worth $4.36M. The position accounts for 1.06% of the portfolio, ranked #19.

Kanen Wealth Management first reported a position in EVV in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Kanen Wealth Management held 465,077 shares of Eaton Vance Limited Duration Income Fund worth $4.36M as of Q2 2026.
  • Kanen Wealth Management bought 85,261 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $798K.
  • Eaton Vance Limited Duration Income Fund made up 1.06% of Kanen Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Kanen Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Kanen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.