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ETY icon

NewEdge Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

NewEdge Advisors’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 		$821K Sell
56,470
-9,965
-15% -$145K ﹤0.01% 1785
2026
Q1 		$916K Buy
66,435
+445
+0.7% +$6.57K ﹤0.01% 1555
2025
Q4 		$1.01M Sell
65,990
-1,989
-3% -$30.8K ﹤0.01% 1481
2025
Q3 		$1.08M Buy
67,979
+184
+0.3% +$2.9K ﹤0.01% 1361
2025
Q2 		$1.05M Buy
67,795
+9,963
+17% +$143K 0.01% 1254
2025
Q1 		$825K Sell
57,832
-1,813
-3% -$27.2K ﹤0.01% 1293
2024
Q4 		$892K Sell
59,645
-20,821
-26% -$310K 0.01% 1218
2024
Q3 		$1.18M Sell
80,466
-11,773
-13% -$165K 0.01% 1029
2024
Q2 		$1.3M Sell
92,239
-12,722
-12% -$172K 0.01% 943
2024
Q1 		$1.4M Buy
104,961
+30,676
+41% +$391K 0.01% 835
2023
Q4 		$907K Buy
74,285
+16,757
+29% +$194K 0.01% 980
2023
Q3 		$664K Sell
57,528
-5,231
-8% -$63.4K 0.01% 1051
2023
Q2 		$782K Buy
62,759
+523
+0.8% +$6.15K 0.01% 985
2023
Q1 		$720K Buy
62,236
+1,689
+3% +$19.5K 0.01% 943
2022
Q4 		$585K Buy
60,547
+8,000
+15% +$91.9K 0.02% 717
2022
Q3 		$571K Buy
52,547
+247
+0.5% +$3.05K 0.01% 904
2022
Q2 		$593K Buy
52,300
+12,880
+33% +$160K 0.01% 907
2022
Q1 		$550K Buy
39,420
+16,157
+69% +$226K 0.01% 826
2021
Q4 		$351K Buy
+23,263
New +$340K 0.01% 1246
2020
Q4 		– Sell
-12,460
Closed -$136K – 1017
2020
Q3 		$136K Hold
12,460
– – ﹤0.01% 858
2020
Q2 		$134K Buy
12,460
+126
+1% +$1.3K 0.01% 803
2020
Q1 		$115K Sell
12,334
-1,529
-11% -$17.6K 0.01% 738
2019
Q4 		$173K Hold
13,863
– – 0.01% 767
2019
Q3 		$165K Buy
13,863
+3,000
+28% +$35.7K 0.01% 768
2019
Q2 		$130K Hold
10,863
– – 0.01% 627
2019
Q1 		$123K Hold
10,863
– – 0.01% 645
2018
Q4 		$111K Sell
10,863
-660
-6% -$7.57K 0.01% 605
2018
Q3 		$148K Buy
+11,523
New +$146K 0.01% 627

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

NewEdge Advisors's ETY Position: Q2 2026 in Review

NewEdge Advisors reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 15% in Q2 2026, selling an estimated $145K and leaving 56,470 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

NewEdge Advisors first reported a position in ETY in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.4M in Q1 2024. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • NewEdge Advisors held 56,470 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $821K as of Q2 2026.
  • NewEdge Advisors sold 9,965 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $145K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1785 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2018 and has held it in 28 quarters since.
  • NewEdge Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.4M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.