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Blue Chip Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Blue Chip Partners’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Hold
15,447
– – 0.01% 173
2026
Q1 		$213K Hold
15,447
– – 0.02% 164
2025
Q4 		$237K Hold
15,447
– – 0.02% 159
2025
Q3 		$246K Hold
15,447
– – 0.02% 150
2025
Q2 		$239K Hold
15,447
– – 0.02% 150
2025
Q1 		$220K Hold
15,447
– – 0.02% 152
2024
Q4 		$231K Hold
15,447
– – 0.02% 140
2024
Q3 		$226K Hold
15,447
– – 0.02% 137
2024
Q2 		$217K Hold
15,447
– – 0.02% 129
2024
Q1 		$206K Hold
15,447
– – 0.02% 130
2023
Q4 		$188K Hold
15,447
– – 0.02% 140
2023
Q3 		$178K Sell
15,447
-315
-2% -$3.82K 0.02% 141
2023
Q2 		$196K Buy
15,762
+315
+2% +$3.7K 0.02% 147
2023
Q1 		$180K Hold
15,447
– – 0.02% 141
2022
Q4 		$168K Hold
15,447
– – 0.02% 144
2022
Q3 		$168K Hold
15,447
– – 0.02% 135
2022
Q2 		$175K Buy
15,447
+138
+0.9% +$1.71K 0.02% 136
2022
Q1 		$214K Buy
15,309
+85
+0.6% +$1.19K 0.03% 134
2021
Q4 		$229K Hold
15,224
– – 0.03% 130
2021
Q3 		$212K Hold
15,224
– – 0.03% 125
2021
Q2 		$214K Hold
15,224
– – 0.03% 119
2021
Q1 		$194K Buy
15,224
+209
+1% +$2.61K 0.03% 118
2020
Q4 		$184K Buy
15,015
+335
+2% +$3.89K 0.03% 115
2020
Q3 		$160K Buy
+14,680
New +$163K 0.03% 108

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Chip Partners's ETY Position: Q2 2026 in Review

Blue Chip Partners held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 15,447 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #173.

Blue Chip Partners first reported a position in ETY in Q3 2020 and has held it in 24 quarters since. The position peaked at $246K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Blue Chip Partners held 15,447 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $225K as of Q2 2026.
  • Blue Chip Partners left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Blue Chip Partners's portfolio in Q2 2026, its #173 holding.
  • Blue Chip Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2020 and has held it in 24 quarters since.
  • Blue Chip Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $246K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.