AWM
ETN icon

Angeles Wealth Management’s Eaton ETN Stock Holding History

Angeles Wealth Management’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 		$2.34M Buy
5,490
+302
+6% +$122K 0.11% 84
2026
Q1 		$1.86M Buy
5,188
+720
+16% +$256K 0.1% 83
2025
Q4 		$1.42M Buy
4,468
+3,237
+263% +$1.15M 0.08% 99
2025
Q3 		$461K Buy
1,231
+25
+2% +$9.09K 0.03% 196
2025
Q2 		$431K Buy
1,206
+88
+8% +$27.1K 0.03% 200
2025
Q1 		$304K Buy
1,118
+41
+4% +$12.8K 0.03% 208
2024
Q4 		$357K Buy
1,077
+22
+2% +$7.72K 0.03% 179
2024
Q3 		$350K Sell
1,055
-71
-6% -$21.7K 0.03% 176
2024
Q2 		$353K Buy
1,126
+41
+4% +$13.2K 0.03% 159
2024
Q1 		$339K Buy
1,085
+157
+17% +$42.9K 0.03% 158
2023
Q4 		$223K Buy
+928
New +$205K 0.03% 188

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Angeles Wealth Management's ETN Position: Q2 2026 in Review

Angeles Wealth Management increased its Eaton (ETN) stake by 5.8% in Q2 2026, buying an estimated $122K and bringing the position to 5,490 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #84.

Angeles Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Angeles Wealth Management held 5,490 shares of Eaton worth $2.34M as of Q2 2026.
  • Angeles Wealth Management bought 302 Eaton shares in Q2 2026, an estimated $122K.
  • Eaton made up 0.11% of Angeles Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Angeles Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.