EWM
ETN icon

Empirical Wealth Management’s Eaton ETN Stock Holding History

Empirical 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 		$9.81M Buy
23,024
+616
+3% +$248K 0.14% 111
2026
Q1 		$8.01M Buy
22,408
+139
+0.6% +$49.5K 0.14% 114
2025
Q4 		$7.09M Buy
22,269
+1,118
+5% +$396K 0.13% 118
2025
Q3 		$7.92M Buy
21,151
+13,265
+168% +$4.82M 0.16% 105
2025
Q2 		$2.82M Buy
7,886
+1,676
+27% +$516K 0.06% 188
2025
Q1 		$1.69M Buy
6,210
+1,954
+46% +$608K 0.04% 232
2024
Q4 		$1.41M Buy
4,256
+22
+0.5% +$7.72K 0.04% 237
2024
Q3 		$1.4M Buy
4,234
+414
+11% +$126K 0.04% 230
2024
Q2 		$1.2M Buy
3,820
+1,557
+69% +$503K 0.04% 239
2024
Q1 		$708K Sell
2,263
-11
-0.5% -$3.01K 0.02% 288
2023
Q4 		$548K Sell
2,274
-108
-5% -$23.8K 0.02% 310
2023
Q3 		$508K Sell
2,382
-555
-19% -$120K 0.02% 304
2023
Q2 		$591K Buy
2,937
+403
+16% +$70.9K 0.02% 285
2023
Q1 		$434K Buy
2,534
+50
+2% +$8.32K 0.02% 343
2022
Q4 		$390K Buy
2,484
+4
+0.2% +$613 0.02% 347
2022
Q3 		$331K Buy
2,480
+1
+0% +$140 0.02% 362
2022
Q2 		$312K Sell
2,479
-1,143
-32% -$160K 0.02% 378
2022
Q1 		$550K Sell
3,622
-961
-21% -$150K 0.03% 314
2021
Q4 		$792K Buy
4,583
+337
+8% +$55.9K 0.04% 258
2021
Q3 		$634K Buy
4,246
+219
+5% +$35K 0.04% 253
2021
Q2 		$597K Buy
4,027
+149
+4% +$21.5K 0.04% 266
2021
Q1 		$536K Buy
3,878
+70
+2% +$9.02K 0.04% 240
2020
Q4 		$457K Sell
3,808
-180
-5% -$20.3K 0.03% 260
2020
Q3 		$407K Buy
3,988
+75
+2% +$7.33K 0.03% 243
2020
Q2 		$342K Sell
3,913
-1,470
-27% -$121K 0.03% 262
2020
Q1 		$418K Buy
5,383
+2,544
+90% +$233K 0.05% 209
2019
Q4 		$269K Buy
+2,839
New +$252K 0.03% 274

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Empirical Wealth Management increased its Eaton (ETN) stake by 2.7% in Q2 2026, buying an estimated $248K and bringing the position to 23,024 shares worth $9.81M. The position accounts for 0.14% of the portfolio, ranked #111.

Empirical Wealth Management first reported a position in ETN in Q4 2019 and has held it in 27 quarters since. 958 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Empirical Wealth Management held 23,024 shares of Eaton worth $9.81M as of Q2 2026.
  • Empirical Wealth Management bought 616 Eaton shares in Q2 2026, an estimated $248K.
  • Eaton made up 0.14% of Empirical Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Empirical Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 27 quarters since.
  • 958 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.