MWM
EVV

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

Melfa 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 		$933K Sell
99,596
-10
-0% -$94 0.5% 45
2026
Q1 		$941K Sell
99,606
-222
-0.2% -$2.16K 0.54% 46
2025
Q4 		$989K Buy
99,828
+2,937
+3% +$29.4K 0.57% 44
2025
Q3 		$983K Sell
96,891
-55
-0.1% -$561 0.58% 44
2025
Q2 		$995K Sell
96,946
-3,182
-3% -$31.5K 0.63% 39
2025
Q1 		$999K Sell
100,128
-49
-0% -$496 0.67% 38
2024
Q4 		$979K Buy
100,177
+4,845
+5% +$49.5K 0.65% 41
2024
Q3 		$1M Sell
95,332
-1,862
-2% -$18.7K 0.66% 42
2024
Q2 		$947K Buy
97,194
+1,548
+2% +$15K 0.66% 41
2024
Q1 		$933K Sell
95,646
-655
-0.7% -$6.4K 0.67% 40
2023
Q4 		$916K Sell
96,301
-7,434
-7% -$67.7K 0.86% 32
2023
Q3 		$938K Buy
103,735
+3,972
+4% +$36.9K 1.02% 26
2023
Q2 		$934K Buy
99,763
+12,220
+14% +$114K 0.95% 26
2023
Q1 		$862K Buy
87,543
+1,068
+1% +$10.7K 0.86% 31
2022
Q4 		$812K Buy
+86,475
New +$835K 0.85% 33

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

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

Melfa Wealth Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 0.01% in Q2 2026, selling an estimated $94 and leaving 99,596 shares worth $933K. The position accounts for 0.5% of the portfolio, ranked #45.

Melfa Wealth Management first reported a position in EVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Melfa Wealth Management held 99,596 shares of Eaton Vance Limited Duration Income Fund worth $933K as of Q2 2026.
  • Melfa Wealth Management sold 10 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $94.
  • Eaton Vance Limited Duration Income Fund made up 0.5% of Melfa Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Melfa Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $1M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

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