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Carolina Wealth Management’s Eaton ETN Stock Holding History

Carolina 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 		$250K Buy
+586
New +$236K 0.11% 95

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Vanguard Portfolio Management
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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

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

Carolina Wealth Management opened a new position in Eaton (ETN) in Q2 2026: 586 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #95 among its holdings.

2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Carolina Wealth Management held 586 shares of Eaton worth $250K as of Q2 2026.
  • Eaton was a new Carolina Wealth Management position in Q2 2026.
  • Eaton made up 0.11% of Carolina Wealth Management's portfolio in Q2 2026, its #95 holding.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.