ZEVIN ASSET MANAGEMENT LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 712,690
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 97 | 712,690 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q1 2026 | 5/7/2026 | 93 | 722,996 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q4 2025 | 2/12/2026 | 97 | 745,768 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q3 2025 | 11/10/2025 | 98 | 687,318 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q2 2025 | 8/6/2025 | 84 | 695,068 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q2 2014 | 8/11/2014 | 141 | 339,954 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q1 2014 | 5/13/2014 | 129 | 317,125 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
| Q4 2013 | 2/10/2014 | 131 | 353,912 | 13F-HR | ZEVIN ASSET MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 613.4 K | 86.1% | 0 | 7.945 K | -7.945 K |
| ETFs | 99.33 K | 13.9% | 0 | 2.359 K | -2.359 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
712,690
Holdings
97
QoQ value change ($000)
-10,306
(-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.