Atticus Wealth Management’s Eaton ETN Stock Holding History

Atticus 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 Q3	$483K	Buy	1,125 +22	+2%	+$9.18K	0.11%	109
2026 Q2	$470K	Buy	1,103 +12	+1%	+$4.84K	0.11%	113
2026 Q1	$390K	Sell	1,091 -18	-2%	-$6.41K	0.11%	125
2025 Q4	$353K	Hold	1,109	–	–	0.09%	142
2025 Q3	$415K	Buy	1,109 +622	+128%	+$226K	0.1%	125
2025 Q2	$174K	Buy	+487	New	+$150K	0.05%	179
2024 Q2	–	Sell	-25	Closed	-$7.82K	–	546
2024 Q1	$7.82K	Hold	25	–	–	﹤0.01%	421
2023 Q4	$6.02K	Hold	25	–	–	﹤0.01%	439
2023 Q3	$5.33K	Hold	25	–	–	﹤0.01%	450
2023 Q2	$5.03K	Hold	25	–	–	﹤0.01%	448
2023 Q1	$4.28K	Hold	25	–	–	﹤0.01%	442
2022 Q4	$3.92K	Sell	25 -59	-70%	-$9.04K	﹤0.01%	435
2022 Q3	$11K	Hold	84	–	–	0.01%	371
2022 Q2	$11K	Sell	84 -1	-1%	-$140	﹤0.01%	402
2022 Q1	$13K	Buy	+85	New	+$13.3K	﹤0.01%	380
2020 Q1	–	Sell	-18	Closed	-$2K	–	350
2019 Q4	$2K	Buy	+18	New	+$1.6K	﹤0.01%	278

Other funds holding ETN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atticus Wealth Management's ETN Position: Q3 2026 in Review

Atticus Wealth Management increased its Eaton (ETN) stake by 2% in Q3 2026, buying an estimated $9.18K and bringing the position to 1,125 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #109.

Atticus Wealth Management first reported a position in ETN in Q4 2019 and has held it in 16 quarters since. 1,749 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Atticus Wealth Management held 1,125 shares of Eaton worth $483K as of Q3 2026.
Atticus Wealth Management bought 22 Eaton shares in Q3 2026, an estimated $9.18K.
Eaton made up 0.11% of Atticus Wealth Management's portfolio in Q3 2026, its #109 holding.
Atticus Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 16 quarters since.
1,749 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.