Clifford Group’s Eaton ETN Stock Holding History

Clifford Group’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	$482K	Hold	1,130	–	–	0.33%	44
2026 Q1	$404K	Sell	1,130 -18	-2%	-$6.41K	0.31%	49
2025 Q4	$366K	Hold	1,148	–	–	0.28%	50
2025 Q3	$430K	Hold	1,148	–	–	0.33%	44
2025 Q2	$410K	Hold	1,148	–	–	0.34%	43
2025 Q1	$312K	Buy	1,148 +18	+2%	+$5.61K	0.29%	52
2024 Q4	$375K	Hold	1,130	–	–	0.29%	48
2024 Q3	$375K	Hold	1,130	–	–	0.29%	53
2024 Q2	$354K	Sell	1,130 -10	-0.9%	-$3.23K	0.29%	53
2024 Q1	$356K	Hold	1,140	–	–	0.29%	54
2023 Q4	$275K	Hold	1,140	–	–	0.25%	61
2023 Q3	$243K	Hold	1,140	–	–	0.26%	63
2023 Q2	$229K	Sell	1,140 -40	-3%	-$7.04K	0.25%	66
2023 Q1	$202K	Buy	+1,180	New	+$196K	0.25%	66

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clifford Group's ETN Position: Q2 2026 in Review

Clifford Group held its Eaton (ETN) position steady in Q2 2026 at 1,130 shares worth $482K. The position accounts for 0.33% of the portfolio, ranked #44.

Clifford Group first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Clifford Group held 1,130 shares of Eaton worth $482K as of Q2 2026.
Clifford Group left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.33% of Clifford Group's portfolio in Q2 2026, its #44 holding.
Clifford Group first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.