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

Mendel 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	$294K	Hold	20,188	–	–	0.13%	83
2026 Q1	$278K	Buy	+20,188	New	+$298K	0.14%	81
2025 Q3	$321K	Hold	20,188	–	–	0.17%	75
2025 Q2	$312K	Sell	20,188 -3,962	-16%	-$56.8K	0.18%	76
2025 Q1	$344K	Hold	24,150	–	–	0.21%	74
2024 Q4	$361K	Hold	24,150	–	–	0.22%	73
2024 Q3	$354K	Hold	24,150	–	–	0.22%	76
2024 Q2	$339K	Hold	24,150	–	–	0.22%	73
2024 Q1	$323K	Buy	+24,150	New	+$308K	0.21%	77

Other funds holding ETY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

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

Mendel Capital Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 20,188 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #83.

Mendel Capital Management first reported a position in ETY in Q1 2024 and has held it in 9 quarters since. The position peaked at $361K in Q4 2024. 86 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Mendel Capital Management held 20,188 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $294K as of Q2 2026.
Mendel Capital Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.13% of Mendel Capital Management's portfolio in Q2 2026, its #83 holding.
Mendel Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2024 and has held it in 9 quarters since.
Mendel Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $361K in Q4 2024.
86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.