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Alvarez & Marsal Private Wealth Partners’s Eaton ETN Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$449K Sell
1,053
-1,236
-54% -$498K 0.06% 59
2026
Q1 		$819K Buy
2,289
+1,213
+113% +$432K 0.12% 43
2025
Q4 		$343K Buy
+1,076
New +$381K 0.07% 67

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's ETN Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Eaton (ETN) stake by 54% in Q2 2026, selling an estimated $498K and leaving 1,053 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #59.

Alvarez & Marsal Private Wealth Partners first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. The position peaked at $819K in Q1 2026. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,053 shares of Eaton worth $449K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 1,236 Eaton shares in Q2 2026, an estimated $498K.
  • Eaton made up 0.06% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Eaton position peaked at $819K in Q1 2026.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.