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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAI Capital Management's ETY Position: Q1 2026 in Review

MAI Capital Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 11% in Q1 2026, buying an estimated $16.2K and bringing the position to 11,353 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

MAI Capital Management first reported a position in ETY in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q4 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • MAI Capital Management held 11,353 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $157K as of Q1 2026.
  • MAI Capital Management bought 1,094 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $16.2K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1598 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 6 quarters since.
  • MAI Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $157K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.