Morgan Stanley
EVV

Morgan Stanley’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Morgan Stanley’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
Q1 		$92.8M Sell
9,819,818
-183,747
-2% -$1.79M 0.01% 1510
2025
Q4 		$99.1M Sell
10,003,565
-44,483
-0.4% -$446K 0.01% 1456
2025
Q3 		$102M Buy
10,048,048
+155,232
+2% +$1.58M 0.01% 1390
2025
Q2 		$102M Buy
9,892,816
+122,699
+1% +$1.21M 0.01% 1310
2025
Q1 		$97.5M Sell
9,770,117
-203,998
-2% -$2.06M 0.01% 1263
2024
Q4 		$97.4M Sell
9,974,115
-42,499
-0.4% -$434K 0.01% 1264
2024
Q3 		$105M Buy
10,016,614
+272,748
+3% +$2.74M 0.01% 1199
2024
Q2 		$94.9M Buy
9,743,866
+316,435
+3% +$3.06M 0.01% 1219
2024
Q1 		$91.9M Sell
9,427,431
-8,951,255
-49% -$87.5M 0.01% 1258
2023
Q4 		$176M Buy
18,378,686
+9,670,299
+111% +$88.1M 0.01% 1244
2023
Q3 		$78.7M Buy
8,708,387
+29,582
+0.3% +$275K 0.01% 1217
2023
Q2 		$81.2M Buy
8,678,805
+355,650
+4% +$3.31M 0.01% 1213
2023
Q1 		$82M Buy
8,323,155
+20,627
+0.2% +$207K 0.01% 1180
2022
Q4 		$78M Sell
8,302,528
-339,539
-4% -$3.28M 0.01% 1190
2022
Q3 		$79.6M Buy
8,642,067
+10,845
+0.1% +$114K 0.01% 1026
2022
Q2 		$89.2M Buy
8,631,222
+14,379
+0.2% +$154K 0.01% 990
2022
Q1 		$101M Buy
8,616,843
+550,228
+7% +$6.64M 0.01% 860
2021
Q4 		$106M Buy
8,066,615
+161,101
+2% +$2.12M 0.01% 858
2021
Q3 		$104M Sell
7,905,514
-368,438
-4% -$4.89M 0.01% 823
2021
Q2 		$110M Buy
8,273,952
+207,147
+3% +$2.67M 0.01% 800
2021
Q1 		$102M Buy
8,066,805
+94,604
+1% +$1.19M 0.02% 754
2020
Q4 		$99.9M Sell
7,972,201
-355,023
-4% -$4.28M 0.02% 726
2020
Q3 		$94.2M Buy
8,327,224
+624,440
+8% +$7.22M 0.02% 609
2020
Q2 		$86.8M Sell
7,702,784
-6,630
-0.1% -$72.2K 0.02% 600
2020
Q1 		$81.5M Buy
7,709,414
+615,176
+9% +$7.62M 0.02% 550
2019
Q4 		$94M Buy
7,094,238
+110,151
+2% +$1.41M 0.02% 639
2019
Q3 		$87.3M Buy
6,984,087
+270,741
+4% +$3.4M 0.02% 604
2019
Q2 		$84.9M Buy
6,713,346
+164,154
+3% +$2.08M 0.02% 608
2019
Q1 		$82.8M Sell
6,549,192
-57,118
-0.9% -$711K 0.02% 611
2018
Q4 		$78.7M Sell
6,606,310
-530,954
-7% -$6.47M 0.02% 619
2018
Q3 		$90.5M Buy
7,137,264
+100,303
+1% +$1.27M 0.02% 644
2018
Q2 		$88.5M Sell
7,036,961
-37,606
-0.5% -$483K 0.02% 635
2018
Q1 		$92.1M Buy
7,074,567
+100,967
+1% +$1.34M 0.03% 623
2017
Q4 		$95.2M Buy
6,973,600
+74,974
+1% +$1.03M 0.03% 610
2017
Q3 		$96.8M Buy
6,898,626
+115,684
+2% +$1.62M 0.03% 573
2017
Q2 		$95.6M Sell
6,782,942
-73,309
-1% -$1.02M 0.03% 574
2017
Q1 		$94.8M Buy
6,856,251
+676,500
+11% +$9.46M 0.03% 591
2016
Q4 		$84.8M Buy
6,179,751
+370,678
+6% +$4.97M 0.03% 614
2016
Q3 		$79.6M Buy
5,809,073
+221,639
+4% +$3.03M 0.03% 620
2016
Q2 		$75.1M Sell
5,587,434
-64,298
-1% -$851K 0.03% 604
2016
Q1 		$74.5M Sell
5,651,732
-187,993
-3% -$2.34M 0.03% 573
2015
Q4 		$74.5M Sell
5,839,725
-253,510
-4% -$3.25M 0.03% 606
2015
Q3 		$77.3M Sell
6,093,235
-493,084
-7% -$6.57M 0.03% 582
2015
Q2 		$88.7M Sell
6,586,319
-133,278
-2% -$1.9M 0.03% 562
2015
Q1 		$96.7M Sell
6,719,597
-101,247
-1% -$1.44M 0.04% 512
2014
Q4 		$96.3M Sell
6,820,844
-655,779
-9% -$9.38M 0.04% 532
2014
Q3 		$109M Buy
7,476,623
+319,275
+4% +$4.82M 0.04% 482
2014
Q2 		$112M Buy
7,157,348
+361,626
+5% +$5.58M 0.04% 473
2014
Q1 		$104M Buy
6,795,722
+468,393
+7% +$7.16M 0.04% 466
2013
Q4 		$96.8M Sell
6,327,329
-884,462
-12% -$13.3M 0.04% 466
2013
Q3 		$113M Sell
7,211,791
-129,642
-2% -$1.96M 0.05% 379
2013
Q2 		$117M Buy
+7,341,433
New +$124M 0.06% 359

Other funds holding EVV

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley's EVV Position: Q1 2026 in Review

Morgan Stanley reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.8% in Q1 2026, selling an estimated $1.79M and leaving 9,819,818 shares worth $92.8M. The position accounts for 0.01% of the portfolio, ranked #1510.

Morgan Stanley first reported a position in EVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $176M in Q4 2023. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Morgan Stanley held 9,819,818 shares of Eaton Vance Limited Duration Income Fund worth $92.8M as of Q1 2026.
  • Morgan Stanley sold 183,747 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $1.79M.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1510 holding.
  • Morgan Stanley first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Eaton Vance Limited Duration Income Fund position peaked at $176M in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.