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Diversified Management’s Eaton ETN Stock Holding History

Diversified 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
Q3 		$288K Buy
671
+80
+14% +$33.4K 0.05% 207
2026
Q2 		$252K Sell
591
-10,142
-94% -$4.09M 0.05% 156
2026
Q1 		$3.84M Buy
10,733
+121
+1% +$43.1K 0.66% 35
2025
Q4 		$3.38M Buy
+10,612
New +$3.76M 0.79% 31

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Diversified Management's ETN Position: Q3 2026 in Review

Diversified Management increased its Eaton (ETN) stake by 14% in Q3 2026, buying an estimated $33.4K and bringing the position to 671 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #207.

Diversified Management first reported a position in ETN in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.84M in Q1 2026. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Diversified Management held 671 shares of Eaton worth $288K as of Q3 2026.
  • Diversified Management bought 80 Eaton shares in Q3 2026, an estimated $33.4K.
  • Eaton made up 0.05% of Diversified Management's portfolio in Q3 2026, its #207 holding.
  • Diversified Management first reported a position in Eaton in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Eaton position peaked at $3.84M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.