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

Walsh & Associates’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 		$29.1K Hold
2,000
– – 0.02% 147
2026
Q1 		$27.6K Hold
2,000
– – 0.03% 140
2025
Q4 		$30.7K Buy
+2,000
New +$31K 0.03% 136

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

Walsh & Associates's ETY Position: Q2 2026 in Review

Walsh & Associates held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 2,000 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #147.

Walsh & Associates first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.7K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Walsh & Associates held 2,000 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $29.1K as of Q2 2026.
  • Walsh & Associates 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 0.02% of Walsh & Associates's portfolio in Q2 2026, its #147 holding.
  • Walsh & Associates first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $30.7K 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 Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.