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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clifford Group's ETN Position: Q1 2026 in Review

Clifford Group reduced its Eaton (ETN) stake by 1.6% in Q1 2026, selling an estimated $6.41K and leaving 1,130 shares worth $404K. The position accounts for 0.31% of the portfolio, ranked #49.

Clifford Group first reported a position in ETN in Q1 2023 and has held it in 13 quarters since. The position peaked at $430K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Clifford Group held 1,130 shares of Eaton worth $404K as of Q1 2026.
Clifford Group sold 18 Eaton shares in Q1 2026, an estimated $6.41K.
Eaton made up 0.31% of Clifford Group's portfolio in Q1 2026, its #49 holding.
Clifford Group first reported a position in Eaton in Q1 2023 and has held it in 13 quarters since.
Clifford Group's Eaton position peaked at $430K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.