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Azimuth Capital Investment Management’s Eaton ETN Stock Holding History

Azimuth Capital Investment 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
Q1 		$922K Sell
2,578
-13
-0.5% -$4.63K 0.03% 206
2025
Q4 		$825K Hold
2,591
– – 0.03% 217
2025
Q3 		$970K Buy
2,591
+100
+4% +$36.4K 0.03% 207
2025
Q2 		$889K Sell
2,491
-1,300
-34% -$400K 0.03% 214
2025
Q1 		$1.03M Buy
3,791
+78
+2% +$24.3K 0.04% 203
2024
Q4 		$1.23M Hold
3,713
– – 0.05% 199
2024
Q3 		$1.23M Buy
3,713
+10
+0.3% +$3.06K 0.05% 199
2024
Q2 		$1.16M Sell
3,703
-20
-0.5% -$6.46K 0.05% 204
2024
Q1 		$1.16M Sell
3,723
-2,270
-38% -$621K 0.05% 204
2023
Q4 		$1.44M Sell
5,993
-9
-0.1% -$1.99K 0.07% 197
2023
Q3 		$1.28M Buy
6,002
+38
+0.6% +$8.19K 0.06% 204
2023
Q2 		$1.2M Buy
5,964
+324
+6% +$57K 0.06% 207
2023
Q1 		$966K Hold
5,640
– – 0.05% 217
2022
Q4 		$885K Sell
5,640
-70
-1% -$10.7K 0.04% 225
2022
Q3 		$761K Hold
5,710
– – 0.04% 220
2022
Q2 		$719K Buy
+5,710
New +$799K 0.04% 234

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Azimuth Capital Investment Management's ETN Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Eaton (ETN) stake by 0.5% in Q1 2026, selling an estimated $4.63K and leaving 2,578 shares worth $922K. The position accounts for 0.03% of the portfolio, ranked #206.

Azimuth Capital Investment Management first reported a position in ETN in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q4 2023. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Azimuth Capital Investment Management held 2,578 shares of Eaton worth $922K as of Q1 2026.
  • Azimuth Capital Investment Management sold 13 Eaton shares in Q1 2026, an estimated $4.63K.
  • Eaton made up 0.03% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #206 holding.
  • Azimuth Capital Investment Management first reported a position in Eaton in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's Eaton position peaked at $1.44M in Q4 2023.
  • 2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.