AWM
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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
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

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

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

Atticus Wealth Management increased its Eaton (ETN) stake by 1.1% in Q2 2026, buying an estimated $4.84K and bringing the position to 1,103 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #113.

Atticus Wealth Management first reported a position in ETN in Q4 2019 and has held it in 15 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Atticus Wealth Management held 1,103 shares of Eaton worth $470K as of Q2 2026.
  • Atticus Wealth Management bought 12 Eaton shares in Q2 2026, an estimated $4.84K.
  • Eaton made up 0.11% of Atticus Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Atticus Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 15 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.