UBS Group
EVV

UBS Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

UBS Group’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 		$6.8M Buy
725,540
+8,228
+1% +$77K ﹤0.01% 3855
2026
Q1 		$6.78M Sell
717,312
-49,252
-6% -$480K ﹤0.01% 3754
2025
Q4 		$7.6M Buy
766,564
+5
+0% +$50 ﹤0.01% 3592
2025
Q3 		$7.78M Buy
766,559
+81,259
+12% +$829K ﹤0.01% 3568
2025
Q2 		$7.03M Sell
685,300
-13,122
-2% -$130K ﹤0.01% 3504
2025
Q1 		$6.97M Buy
698,422
+39,443
+6% +$399K ﹤0.01% 3443
2024
Q4 		$6.44M Sell
658,979
-35,066
-5% -$358K ﹤0.01% 3542
2024
Q3 		$7.29M Sell
694,045
-19,215
-3% -$193K ﹤0.01% 2683
2024
Q2 		$6.95M Sell
713,260
-32,261
-4% -$312K ﹤0.01% 2537
2024
Q1 		$7.27M Sell
745,521
-47,173
-6% -$461K ﹤0.01% 2574
2023
Q4 		$7.59M Sell
792,694
-63,402
-7% -$578K ﹤0.01% 2343
2023
Q3 		$7.74M Sell
856,096
-156,935
-15% -$1.46M ﹤0.01% 2190
2023
Q2 		$9.48M Sell
1,013,031
-86,833
-8% -$807K ﹤0.01% 1994
2023
Q1 		$10.8M Sell
1,099,864
-118,815
-10% -$1.19M ﹤0.01% 1834
2022
Q4 		$11.4M Buy
1,218,679
+3,253
+0.3% +$31.4K ﹤0.01% 1821
2022
Q3 		$11.2M Sell
1,215,426
-292,977
-19% -$3.07M ﹤0.01% 1691
2022
Q2 		$15.6M Buy
1,508,403
+9,118
+0.6% +$97.6K 0.01% 1498
2022
Q1 		$17.5M Sell
1,499,285
-57,728
-4% -$697K 0.01% 1527
2021
Q4 		$20.4M Sell
1,557,013
-72,502
-4% -$954K 0.01% 1569
2021
Q3 		$21.5M Buy
1,629,515
+65,960
+4% +$876K 0.01% 1458
2021
Q2 		$20.7M Buy
1,563,555
+27,635
+2% +$356K 0.01% 1468
2021
Q1 		$19.4M Sell
1,535,920
-65,391
-4% -$822K 0.01% 1465
2020
Q4 		$20.1M Buy
1,601,311
+30,907
+2% +$372K 0.01% 1345
2020
Q3 		$17.8M Sell
1,570,404
-6,930
-0.4% -$80.1K 0.01% 1256
2020
Q2 		$17.8M Sell
1,577,334
-232,727
-13% -$2.54M 0.01% 1150
2020
Q1 		$19.1M Sell
1,810,061
-1,846,507
-50% -$22.9M 0.01% 1005
2019
Q4 		$48.5M Buy
3,656,568
+170,067
+5% +$2.18M 0.02% 797
2019
Q3 		$43.6M Sell
3,486,501
-32,450
-0.9% -$408K 0.02% 761
2019
Q2 		$44.5M Sell
3,518,951
-258,183
-7% -$3.26M 0.02% 722
2019
Q1 		$47.8M Sell
3,777,134
-106,135
-3% -$1.32M 0.02% 654
2018
Q4 		$46.3M Sell
3,883,269
-248,815
-6% -$3.03M 0.02% 627
2018
Q3 		$52.4M Buy
4,132,084
+28,117
+0.7% +$356K 0.02% 650
2018
Q2 		$51.6M Sell
4,103,967
-35,085
-0.8% -$450K 0.02% 637
2018
Q1 		$53.9M Buy
4,139,052
+66,242
+2% +$878K 0.02% 602
2017
Q4 		$55.6M Sell
4,072,810
-351,662
-8% -$4.83M 0.02% 624
2017
Q3 		$62.1M Sell
4,424,472
-114,476
-3% -$1.6M 0.03% 516
2017
Q2 		$64M Buy
4,538,948
+100,007
+2% +$1.4M 0.03% 481
2017
Q1 		$61.4M Buy
4,438,941
+228,014
+5% +$3.19M 0.03% 475
2016
Q4 		$57.8M Sell
4,210,927
-156,538
-4% -$2.1M 0.03% 477
2016
Q3 		$59.9M Buy
4,367,465
+141,243
+3% +$1.93M 0.04% 456
2016
Q2 		$56.8M Buy
4,226,222
+436,007
+12% +$5.77M 0.04% 451
2016
Q1 		$50M Sell
3,790,215
-198,212
-5% -$2.47M 0.03% 471
2015
Q4 		$50.9M Buy
3,988,427
+131,610
+3% +$1.69M 0.03% 505
2015
Q3 		$48.9M Sell
3,856,817
-180,119
-4% -$2.4M 0.03% 475
2015
Q2 		$54.4M Buy
4,036,936
+6,021
+0.1% +$85.7K 0.04% 490
2015
Q1 		$58M Buy
4,030,915
+290,929
+8% +$4.13M 0.04% 456
2014
Q4 		$52.8M Buy
+3,739,986
New +$53.5M 0.04% 515

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's EVV Position: Q2 2026 in Review

UBS Group increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.1% in Q2 2026, buying an estimated $77K and bringing the position to 725,540 shares worth $6.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3855.

UBS Group first reported a position in EVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $64M in Q2 2017. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • UBS Group held 725,540 shares of Eaton Vance Limited Duration Income Fund worth $6.8M as of Q2 2026.
  • UBS Group bought 8,228 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $77K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3855 holding.
  • UBS Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Eaton Vance Limited Duration Income Fund position peaked at $64M in Q2 2017.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.