AWA
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Aaron Wealth Advisors’s Eaton ETN Stock Holding History

Aaron Wealth Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75M Buy
8,802
+490
+6% +$198K 0.19% 67
2026
Q1 		$2.97M Sell
8,312
-310
-4% -$110K 0.17% 79
2025
Q4 		$2.75M Buy
8,622
+1,342
+18% +$476K 0.15% 93
2025
Q3 		$2.72M Buy
7,280
+21
+0.3% +$7.64K 0.16% 73
2025
Q2 		$2.59M Buy
7,259
+514
+8% +$158K 0.26% 56
2025
Q1 		$1.83M Buy
6,745
+93
+1% +$29K 0.21% 67
2024
Q4 		$2.21M Sell
6,652
-56
-0.8% -$19.7K 0.26% 58
2024
Q3 		$2.22M Buy
6,708
+391
+6% +$119K 0.26% 59
2024
Q2 		$1.98M Buy
6,317
+341
+6% +$110K 0.27% 55
2024
Q1 		$1.87M Sell
5,976
-136
-2% -$37.2K 0.27% 55
2023
Q4 		$1.47M Sell
6,112
-4,986
-45% -$1.1M 0.24% 56
2023
Q3 		$2.37M Buy
11,098
+71
+0.6% +$15.3K 0.31% 52
2023
Q2 		$2.22M Buy
11,027
+135
+1% +$23.7K 0.29% 56
2023
Q1 		$1.87M Sell
10,892
-263
-2% -$43.8K 0.26% 62
2022
Q4 		$1.75M Buy
11,155
+4,359
+64% +$668K 0.26% 67
2022
Q3 		$906K Buy
+6,796
New +$951K 0.17% 83
2022
Q2 		– Sell
-151,608
Closed -$999K – 408
2022
Q1 		$999K Buy
+151,608
New +$23.7M 0.01% 357

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Aaron Wealth Advisors's ETN Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Eaton (ETN) stake by 5.9% in Q2 2026, buying an estimated $198K and bringing the position to 8,802 shares worth $3.75M. The position accounts for 0.19% of the portfolio, ranked #67.

Aaron Wealth Advisors first reported a position in ETN in Q1 2022 and has held it in 17 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aaron Wealth Advisors held 8,802 shares of Eaton worth $3.75M as of Q2 2026.
  • Aaron Wealth Advisors bought 490 Eaton shares in Q2 2026, an estimated $198K.
  • Eaton made up 0.19% of Aaron Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Aaron Wealth Advisors first reported a position in Eaton in Q1 2022 and has held it in 17 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.