&Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

&Partners’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	$759K	Sell	52,218 -813	-2%	-$11.9K	﹤0.01%	1591
2026 Q1	$731K	Buy	53,031 +2,075	+4%	+$30.6K	﹤0.01%	1476
2025 Q4	$782K	Buy	50,956 +12,724	+33%	+$197K	﹤0.01%	1359
2025 Q3	$608K	Sell	38,232 -2,018	-5%	-$31.8K	﹤0.01%	1340
2025 Q2	$623K	Buy	40,250 +25,728	+177%	+$369K	﹤0.01%	1241
2025 Q1	$206K	Buy	14,522 +7	+0%	+$105	﹤0.01%	1621
2024 Q4	$219K	Buy	14,515 +2,559	+21%	+$38.1K	﹤0.01%	1490
2024 Q3	$175K	Buy	+11,956	New	+$168K	﹤0.01%	1323

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

&Partners's ETY Position: Q2 2026 in Review

&Partners reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.5% in Q2 2026, selling an estimated $11.9K and leaving 52,218 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

&Partners first reported a position in ETY in Q3 2024 and has held it in 8 quarters since. The position peaked at $782K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

&Partners held 52,218 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $759K as of Q2 2026.
&Partners sold 813 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $11.9K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1591 holding.
&Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
&Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $782K 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.