Harbour Wealth Management Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Harbour Wealth Management Group’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	$178K	Buy	12,257 +37	+0.3%	+$540	0.12%	86
2026 Q1	$169K	Sell	12,220 -223	-2%	-$3.29K	0.13%	86
2025 Q4	$191K	Buy	+12,443	New	+$193K	0.15%	88

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Wealth Management Group's ETY Position: Q2 2026 in Review

Harbour Wealth Management Group increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.3% in Q2 2026, buying an estimated $540 and bringing the position to 12,257 shares worth $178K. The position accounts for 0.12% of the portfolio, ranked #86.

Harbour Wealth Management Group first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $191K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Harbour Wealth Management Group held 12,257 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $178K as of Q2 2026.
Harbour Wealth Management Group bought 37 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $540.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.12% of Harbour Wealth Management Group's portfolio in Q2 2026, its #86 holding.
Harbour Wealth Management Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Harbour Wealth Management Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $191K 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 Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.