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Concurrent Investment Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Concurrent Investment Advisors’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 		$361K Buy
24,796
+61
+0.2% +$890 ﹤0.01% 1581
2026
Q1 		$341K Sell
24,735
-7,736
-24% -$114K ﹤0.01% 1405
2025
Q4 		$498K Buy
32,471
+10,639
+49% +$165K 0.01% 1143
2025
Q3 		$347K Buy
21,832
+61
+0.3% +$960 0.01% 1088
2025
Q2 		$337K Buy
+21,771
New +$312K 0.01% 1008

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

Concurrent Investment Advisors's ETY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.25% in Q2 2026, buying an estimated $890 and bringing the position to 24,796 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Concurrent Investment Advisors first reported a position in ETY in Q2 2025 and has held it in 5 quarters since. The position peaked at $498K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Concurrent Investment Advisors held 24,796 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $361K as of Q2 2026.
  • Concurrent Investment Advisors bought 61 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $890.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1581 holding.
  • Concurrent Investment Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $498K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.