EWM
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Evercore Wealth Management’s Eaton ETN Stock Holding History

Evercore 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
Q1 		$1.13M Hold
3,153
– – 0.02% 208
2025
Q4 		$1M Hold
3,153
– – 0.01% 212
2025
Q3 		$1.18M Sell
3,153
-94
-3% -$34.2K 0.02% 203
2025
Q2 		$1.16M Sell
3,247
-51
-2% -$15.7K 0.02% 200
2025
Q1 		$896K Sell
3,298
-516
-14% -$161K 0.01% 226
2024
Q4 		$1.27M Hold
3,814
– – 0.02% 201
2024
Q3 		$1.26M Buy
3,814
+187
+5% +$57.1K 0.02% 201
2024
Q2 		$1.14M Sell
3,627
-30
-0.8% -$9.69K 0.02% 209
2024
Q1 		$1.14M Sell
3,657
-22
-0.6% -$6.01K 0.02% 209
2023
Q4 		$886K Sell
3,679
-75
-2% -$16.6K 0.01% 227
2023
Q3 		$801K Buy
3,754
+982
+35% +$212K 0.02% 228
2023
Q2 		$557K Buy
2,772
+986
+55% +$173K 0.01% 270
2023
Q1 		$306K Buy
1,786
+75
+4% +$12.5K 0.01% 323
2022
Q4 		$269K Buy
+1,711
New +$262K 0.01% 339
2022
Q1 		– Sell
-1,468
Closed -$254K – 434
2021
Q4 		$254K Sell
1,468
-93
-6% -$15.4K ﹤0.01% 389
2021
Q3 		$233K Sell
1,561
-200
-11% -$32K ﹤0.01% 394
2021
Q2 		$261K Sell
1,761
-157
-8% -$22.6K ﹤0.01% 387
2021
Q1 		$265K Sell
1,918
-298
-13% -$38.4K 0.01% 384
2020
Q4 		$266K Buy
+2,216
New +$250K 0.01% 381
2020
Q1 		– Sell
-2,556
Closed -$242K – 375
2019
Q4 		$242K Sell
2,556
-429
-14% -$38.1K 0.01% 364
2019
Q3 		$248K Buy
2,985
+172
+6% +$13.9K 0.01% 360
2019
Q2 		$234K Buy
+2,813
New +$228K 0.01% 373
2018
Q1 		– Sell
-1,854
Closed -$146K – 482
2017
Q4 		$146K Sell
1,854
-42
-2% -$3.27K 0.01% 406
2017
Q3 		$146K Hold
1,896
– – 0.01% 404
2017
Q2 		$148K Buy
1,896
+40
+2% +$3.05K 0.01% 406
2017
Q1 		$138K Buy
1,856
+98
+6% +$6.96K 0.01% 424
2016
Q4 		$118K Buy
1,758
+100
+6% +$6.56K ﹤0.01% 461
2016
Q3 		$109K Sell
1,658
-500
-23% -$32.3K ﹤0.01% 465
2016
Q2 		$129K Buy
2,158
+1,092
+102% +$67.1K 0.01% 425
2016
Q1 		$67K Sell
1,066
-2,524
-70% -$139K ﹤0.01% 519
2015
Q4 		$187K Sell
3,590
-474
-12% -$25.7K 0.01% 378
2015
Q3 		$209K Sell
4,064
-79
-2% -$4.67K 0.01% 372
2015
Q2 		$279K Buy
4,143
+79
+2% +$5.58K 0.01% 370
2015
Q1 		$277K Buy
4,064
+500
+14% +$34K 0.01% 364
2014
Q4 		$243K Sell
3,564
-400
-10% -$26.4K 0.01% 328
2014
Q3 		$251K Hold
3,964
– – 0.01% 360
2014
Q2 		$307K Sell
3,964
-387
-9% -$28.7K 0.02% 337
2014
Q1 		$328K Sell
4,351
-300
-6% -$22.1K 0.02% 308
2013
Q4 		$354K Sell
4,651
-1,218
-21% -$86.7K 0.02% 305
2013
Q3 		$405K Sell
5,869
-1,372
-19% -$92.1K 0.02% 302
2013
Q2 		$478K Buy
+7,241
New +$457K 0.03% 284

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evercore Wealth Management's ETN Position: Q1 2026 in Review

Evercore Wealth Management held its Eaton (ETN) position steady in Q1 2026 at 3,153 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #208.

Evercore Wealth Management first reported a position in ETN in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.27M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Evercore Wealth Management held 3,153 shares of Eaton worth $1.13M as of Q1 2026.
  • Evercore Wealth Management left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Evercore Wealth Management first reported a position in Eaton in Q2 2013 and has held it in 41 quarters since.
  • Evercore Wealth Management's Eaton position peaked at $1.27M in Q4 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.