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MAI Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

MAI Capital Management’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 		$172K Buy
11,861
+508
+4% +$7.41K ﹤0.01% 1838
2026
Q1 		$157K Buy
11,353
+1,094
+11% +$16.2K ﹤0.01% 1598
2025
Q4 		$157K Buy
10,259
+3,185
+45% +$49.4K ﹤0.01% 1411
2025
Q3 		$112K Buy
7,074
+83
+1% +$1.31K ﹤0.01% 1510
2025
Q2 		$108K Buy
6,991
+88
+1% +$1.26K ﹤0.01% 1443
2025
Q1 		$98.4K Buy
6,903
+84
+1% +$1.26K ﹤0.01% 1420
2024
Q4 		$102K Buy
+6,819
New +$101K ﹤0.01% 1425

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

MAI Capital Management's ETY Position: Q2 2026 in Review

MAI Capital Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 4.5% in Q2 2026, buying an estimated $7.41K and bringing the position to 11,861 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

MAI Capital Management first reported a position in ETY in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • MAI Capital Management held 11,861 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $172K as of Q2 2026.
  • MAI Capital Management bought 508 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $7.41K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1838 holding.
  • MAI Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.