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ETY icon

Equitable Holdings’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Equitable Holdings’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 		$184K Sell
12,673
-710
-5% -$10.4K ﹤0.01% 1725
2026
Q1 		$205K Buy
13,383
+322
+2% +$4.76K ﹤0.01% 1598
2025
Q4 		$200K Buy
13,061
+4
+0% +$62 ﹤0.01% 1499
2025
Q3 		$208K Buy
13,057
+7
+0.1% +$110 ﹤0.01% 1439
2025
Q2 		$202K Buy
13,050
+506
+4% +$7.25K ﹤0.01% 1377
2025
Q1 		$179K Buy
12,544
+9
+0.1% +$135 ﹤0.01% 1270
2024
Q4 		$187K Sell
12,535
-1,126
-8% -$16.8K ﹤0.01% 1207
2024
Q3 		$200K Sell
13,661
-258
-2% -$3.62K ﹤0.01% 1197
2024
Q2 		$196K Buy
13,919
+6
+0% +$81 ﹤0.01% 1140
2024
Q1 		$186K Sell
13,913
-4,980
-26% -$63.5K ﹤0.01% 1101
2023
Q4 		$230K Sell
18,893
-618
-3% -$7.15K ﹤0.01% 1026
2023
Q3 		$225K Sell
19,511
-370
-2% -$4.49K ﹤0.01% 964
2023
Q2 		$248K Buy
19,881
+5
+0% +$59 ﹤0.01% 921
2023
Q1 		$232K Buy
19,876
+6
+0% +$69 ﹤0.01% 876
2022
Q4 		$216K Sell
19,870
-8,994
-31% -$103K ﹤0.01% 831
2022
Q3 		$313K Buy
28,864
+6
+0% +$74 0.01% 676
2022
Q2 		$327K Sell
28,858
-394
-1% -$4.88K 0.01% 662
2022
Q1 		$409K Buy
29,252
+405
+1% +$5.65K 0.01% 627
2021
Q4 		$434K Hold
28,847
– – 0.01% 595
2021
Q3 		$402K Hold
28,847
– – 0.01% 587
2021
Q2 		$406K Buy
28,847
+2,000
+7% +$27.2K 0.01% 581
2021
Q1 		$343K Hold
26,847
– – 0.01% 585
2020
Q4 		$329K Hold
26,847
– – 0.01% 540
2020
Q3 		$292K Hold
26,847
– – 0.01% 519
2020
Q2 		$289K Hold
26,847
– – 0.01% 514
2020
Q1 		$250K Buy
+26,847
New +$309K 0.01% 497

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

Equitable Holdings's ETY Position: Q2 2026 in Review

Equitable Holdings reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 5.3% in Q2 2026, selling an estimated $10.4K and leaving 12,673 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Equitable Holdings first reported a position in ETY in Q1 2020 and has held it in 26 quarters since. The position peaked at $434K in Q4 2021. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Equitable Holdings held 12,673 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $184K as of Q2 2026.
  • Equitable Holdings sold 710 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $10.4K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1725 holding.
  • Equitable Holdings first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Equitable Holdings's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $434K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.