Corient Private Wealth
ETY icon

Corient Private Wealth’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Corient Private Wealth’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 		$709K Sell
48,776
-1,922
-4% -$28K ﹤0.01% 1998
2026
Q1 		$699K Buy
50,698
+17,724
+54% +$262K ﹤0.01% 1847
2025
Q4 		$506K Buy
32,974
+3,650
+12% +$56.6K ﹤0.01% 1869
2025
Q3 		$466K Sell
29,324
-1,150
-4% -$18.1K ﹤0.01% 1834
2025
Q2 		$471K Sell
30,474
-2,300
-7% -$33K ﹤0.01% 1732
2025
Q1 		$467K Sell
32,774
-1,486
-4% -$22.3K ﹤0.01% 1629
2024
Q4 		$512K Hold
34,260
– – ﹤0.01% 1603
2024
Q3 		$502K Hold
34,260
– – ﹤0.01% 1727
2024
Q2 		$481K Hold
34,260
– – ﹤0.01% 1664
2024
Q1 		$458K Buy
34,260
+1,150
+3% +$14.7K ﹤0.01% 1680
2023
Q4 		$404K Sell
33,110
-1,150
-3% -$13.3K ﹤0.01% 1723
2023
Q3 		$395K Buy
34,260
+1,310
+4% +$15.9K ﹤0.01% 1616
2023
Q2 		$411K Buy
32,950
+428
+1% +$5.03K ﹤0.01% 1545
2023
Q1 		$380K Buy
+32,522
New +$376K ﹤0.01% 1492

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

Corient Private Wealth's ETY Position: Q2 2026 in Review

Corient Private Wealth reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 3.8% in Q2 2026, selling an estimated $28K and leaving 48,776 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Corient Private Wealth first reported a position in ETY in Q1 2023 and has held it in 14 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Corient Private Wealth held 48,776 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $709K as of Q2 2026.
  • Corient Private Wealth sold 1,922 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $28K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1998 holding.
  • Corient Private Wealth first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 14 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.