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Meridian Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Meridian Wealth Management’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 		$1.11M Buy
45,066
+267
+0.6% +$6.82K 0.04% 337
2025
Q4 		$1.13M Buy
44,799
+3,386
+8% +$82.7K 0.04% 327
2025
Q3 		$1.01M Buy
41,413
+2,930
+8% +$70.8K 0.04% 324
2025
Q2 		$927K Buy
38,483
+4,691
+14% +$107K 0.04% 324
2025
Q1 		$786K Buy
33,792
+5,373
+19% +$129K 0.04% 331
2024
Q4 		$683K Buy
28,419
+4,706
+20% +$116K 0.03% 355
2024
Q3 		$585K Buy
23,713
+8,105
+52% +$194K 0.03% 382
2024
Q2 		$364K Buy
+15,608
New +$363K 0.04% 210
2024
Q1 		– Sell
-11,757
Closed -$262K – 298
2023
Q4 		$262K Buy
11,757
+211
+2% +$4.36K 0.02% 522
2023
Q3 		$245K Buy
11,546
+186
+2% +$4.2K 0.02% 484
2023
Q2 		$258K Sell
11,360
-291
-2% -$6.47K 0.02% 464
2023
Q1 		$263K Buy
11,651
+2,160
+23% +$50.3K 0.02% 453
2022
Q4 		$216K Buy
+9,491
New +$222K 0.02% 477
2022
Q2 		– Sell
-8,927
Closed -$259K – 564
2022
Q1 		$259K Buy
8,927
+136
+2% +$3.76K 0.03% 335
2021
Q4 		$262K Sell
8,791
-1,300
-13% -$37.4K 0.03% 340
2021
Q3 		$277K Sell
10,091
-165
-2% -$4.61K 0.03% 319
2021
Q2 		$283K Buy
10,256
+50
+0.5% +$1.38K 0.04% 310
2021
Q1 		$268K Buy
10,206
+467
+5% +$11.5K 0.04% 293
2020
Q4 		$230K Buy
+9,739
New +$210K 0.04% 294
2020
Q3 		– Sell
-12,417
Closed -$238K – 266
2020
Q2 		$238K Buy
+12,417
New +$233K 0.08% 189

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Meridian Wealth Management's EVT Position: Q1 2026 in Review

Meridian Wealth Management increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.6% in Q1 2026, buying an estimated $6.82K and bringing the position to 45,066 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #337.

Meridian Wealth Management first reported a position in EVT in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Meridian Wealth Management held 45,066 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $1.11M as of Q1 2026.
  • Meridian Wealth Management bought 267 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $6.82K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Meridian Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2020 and has held it in 20 quarters since.
  • Meridian Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.13M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.