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EVV

NewEdge Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

NewEdge Advisors’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 		$2.36M Buy
251,894
+5,893
+2% +$55.2K 0.01% 1130
2026
Q1 		$2.32M Sell
246,001
-13,729
-5% -$134K 0.01% 1029
2025
Q4 		$2.57M Buy
259,730
+13,076
+5% +$131K 0.01% 947
2025
Q3 		$2.5M Buy
246,654
+139,521
+130% +$1.42M 0.01% 906
2025
Q2 		$1.1M Sell
107,133
-107
-0.1% -$1.06K 0.01% 1229
2025
Q1 		$1.07M Buy
107,240
+724
+0.7% +$7.33K 0.01% 1155
2024
Q4 		$1.04M Buy
106,516
+651
+0.6% +$6.65K 0.01% 1138
2024
Q3 		$1.11M Buy
105,865
+8,931
+9% +$89.8K 0.01% 1052
2024
Q2 		$944K Sell
96,934
-289
-0.3% -$2.79K 0.01% 1097
2024
Q1 		$948K Sell
97,223
-5,205
-5% -$50.9K 0.01% 1027
2023
Q4 		$984K Buy
102,428
+9,245
+10% +$84.2K 0.01% 940
2023
Q3 		$842K Buy
93,183
+621
+0.7% +$5.77K 0.01% 936
2023
Q2 		$866K Buy
92,562
+2,100
+2% +$19.5K 0.01% 937
2023
Q1 		$847K Buy
90,462
+700
+0.8% +$7.03K 0.01% 859
2022
Q4 		$842K Buy
89,762
+68
+0.1% +$657 0.02% 569
2022
Q3 		$826K Buy
89,694
+3,550
+4% +$37.2K 0.01% 725
2022
Q2 		$890K Buy
86,144
+5,200
+6% +$55.7K 0.01% 725
2022
Q1 		$947K Sell
80,944
-916
-1% -$11.1K 0.02% 653
2021
Q4 		$1.07M Buy
+81,860
New +$1.08M 0.02% 694

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

NewEdge Advisors's EVV Position: Q2 2026 in Review

NewEdge Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.4% in Q2 2026, buying an estimated $55.2K and bringing the position to 251,894 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #1130.

NewEdge Advisors first reported a position in EVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q4 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • NewEdge Advisors held 251,894 shares of Eaton Vance Limited Duration Income Fund worth $2.36M as of Q2 2026.
  • NewEdge Advisors bought 5,893 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $55.2K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1130 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Eaton Vance Limited Duration Income Fund position peaked at $2.57M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.