AWE
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Avidian Wealth Enterprises’s Eaton ETN Stock Holding History

Avidian Wealth Enterprises’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 		$3.32M Buy
7,790
+1,305
+20% +$526K 0.09% 144
2026
Q1 		$2.32M Buy
6,485
+1,590
+32% +$566K 0.07% 175
2025
Q4 		$1.56M Sell
4,895
-74
-1% -$26.2K 0.06% 169
2025
Q3 		$1.86M Buy
4,969
+715
+17% +$260K 0.07% 149
2025
Q2 		$1.52M Buy
4,254
+95
+2% +$29.3K 0.06% 161
2025
Q1 		$1.13M Buy
4,159
+70
+2% +$21.8K 0.05% 179
2024
Q4 		$1.36M Buy
4,089
+103
+3% +$36.1K 0.06% 153
2024
Q3 		$1.32M Sell
3,986
-254
-6% -$77.6K 0.06% 149
2024
Q2 		$1.33M Sell
4,240
-849
-17% -$274K 0.06% 156
2024
Q1 		$1.59M Buy
5,089
+510
+11% +$139K 0.08% 125
2023
Q4 		$1.1M Buy
4,579
+321
+8% +$70.9K 0.07% 159
2023
Q3 		$908K Buy
4,258
+29
+0.7% +$6.25K 0.06% 173
2023
Q2 		$850K Sell
4,229
-1,381
-25% -$243K 0.06% 200
2023
Q1 		$961K Sell
5,610
-22
-0.4% -$3.66K 0.05% 207
2022
Q4 		$884K Buy
5,632
+2,103
+60% +$322K 0.06% 194
2022
Q3 		$471K Sell
3,529
-721
-17% -$101K 0.03% 245
2022
Q2 		$535K Buy
4,250
+134
+3% +$18.7K 0.04% 254
2022
Q1 		$625K Sell
4,116
-934
-18% -$146K 0.04% 262
2021
Q4 		$873K Buy
5,050
+2,194
+77% +$364K 0.05% 206
2021
Q3 		$426K Buy
2,856
+489
+21% +$78.2K 0.03% 239
2021
Q2 		$351K Buy
2,367
+547
+30% +$78.8K 0.03% 282
2021
Q1 		$252K Buy
+1,820
New +$235K 0.02% 310

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

Avidian Wealth Enterprises's ETN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Eaton (ETN) stake by 20% in Q2 2026, buying an estimated $526K and bringing the position to 7,790 shares worth $3.32M. The position accounts for 0.09% of the portfolio, ranked #144.

Avidian Wealth Enterprises first reported a position in ETN in Q1 2021 and has held it in 22 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Avidian Wealth Enterprises held 7,790 shares of Eaton worth $3.32M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,305 Eaton shares in Q2 2026, an estimated $526K.
  • Eaton made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #144 holding.
  • Avidian Wealth Enterprises first reported a position in Eaton in Q1 2021 and has held it in 22 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.