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

Steward Partners Investment Advisory’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 		$2.92M Sell
212,046
-1,344
-0.6% -$19.8K 0.01% 708
2025
Q4 		$3.27M Buy
213,390
+11,633
+6% +$180K 0.02% 615
2025
Q3 		$3.21M Buy
201,757
+5,432
+3% +$85.5K 0.02% 611
2025
Q2 		$3.04M Buy
196,325
+11,723
+6% +$168K 0.02% 567
2025
Q1 		$2.63M Buy
184,602
+3,889
+2% +$58.4K 0.02% 571
2024
Q4 		$2.7M Buy
180,713
+3,064
+2% +$45.6K 0.02% 548
2024
Q3 		$2.6M Buy
177,649
+15,708
+10% +$221K 0.02% 543
2024
Q2 		$2.28M Buy
161,941
+5,729
+4% +$77.3K 0.02% 546
2024
Q1 		$2.09M Buy
156,212
+13,023
+9% +$166K 0.02% 576
2023
Q4 		$1.75M Sell
143,189
-48
-0% -$555 0.02% 538
2023
Q3 		$1.65M Buy
143,237
+24,276
+20% +$294K 0.03% 516
2023
Q2 		$1.48M Buy
118,961
+2,034
+2% +$23.9K 0.02% 561
2023
Q1 		$1.36M Buy
116,927
+10,013
+9% +$116K 0.02% 581
2022
Q4 		$1.16M Buy
106,914
+8,291
+8% +$95.2K 0.02% 613
2022
Q3 		$1.07M Buy
98,623
+5,016
+5% +$61.9K 0.02% 605
2022
Q2 		$1.06M Buy
93,607
+13,435
+17% +$167K 0.02% 612
2022
Q1 		$1.12M Buy
80,172
+3,967
+5% +$55.4K 0.02% 650
2021
Q4 		$1.15M Buy
76,205
+1,151
+2% +$16.8K 0.02% 649
2021
Q3 		$1.05M Sell
75,054
-10,235
-12% -$147K 0.02% 644
2021
Q2 		$1.2M Buy
85,289
+8,116
+11% +$110K 0.02% 601
2021
Q1 		$985K Buy
77,173
+27,023
+54% +$338K 0.02% 651
2020
Q4 		$614K Buy
50,150
+6,209
+14% +$72.2K 0.01% 699
2020
Q3 		$479K Sell
43,941
-537
-1% -$5.96K 0.01% 683
2020
Q2 		$479K Buy
44,478
+5,754
+15% +$59.5K 0.01% 639
2020
Q1 		$360K Buy
38,724
+3,551
+10% +$40.8K 0.01% 640
2019
Q4 		$440K Buy
35,173
+5,598
+19% +$68.1K 0.01% 657
2019
Q3 		$351K Buy
29,575
+3,156
+12% +$37.6K 0.01% 680
2019
Q2 		$316K Buy
26,419
+351
+1% +$4.12K 0.01% 675
2019
Q1 		$294K Buy
26,068
+2,213
+9% +$24.5K 0.01% 644
2018
Q4 		$243K Buy
23,855
+261
+1% +$3K 0.01% 649
2018
Q3 		$303K Buy
23,594
+304
+1% +$3.85K 0.01% 615
2018
Q2 		$282K Buy
23,290
+319
+1% +$3.88K 0.02% 577
2018
Q1 		$265K Sell
22,971
-288
-1% -$3.45K 0.02% 563
2017
Q4 		$283K Buy
23,259
+2,301
+11% +$27.3K 0.02% 460
2017
Q3 		$244K Buy
20,958
+6,997
+50% +$79.9K 0.02% 405
2017
Q2 		$157K Buy
13,961
+306
+2% +$3.46K 0.02% 440
2017
Q1 		$151K Buy
13,655
+12,715
+1,353% +$138K 0.02% 368
2016
Q4 		$9K Buy
+940
New +$9.76K ﹤0.01% 571

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

Steward Partners Investment Advisory's ETY Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.63% in Q1 2026, selling an estimated $19.8K and leaving 212,046 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #708.

Steward Partners Investment Advisory first reported a position in ETY in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.27M in Q4 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Steward Partners Investment Advisory held 212,046 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $2.92M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,344 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $19.8K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #708 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $3.27M 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.