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Gratus Wealth Advisors’s Eaton ETN Stock Holding History

Gratus Wealth Advisors’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 		$338K Sell
794
-10
-1% -$4.03K 0.04% 110
2026
Q1 		$288K Buy
804
+16
+2% +$5.69K 0.04% 120
2025
Q4 		$251K Hold
788
– – 0.03% 122
2025
Q3 		$295K Sell
788
-92
-10% -$33.5K 0.04% 114
2025
Q2 		$314K Buy
880
+92
+12% +$28.3K 0.05% 111
2025
Q1 		$214K Hold
788
– – 0.04% 123
2024
Q4 		$262K Hold
788
– – 0.04% 118
2024
Q3 		$264K Sell
788
-37
-4% -$11.3K 0.04% 123
2024
Q2 		$257K Hold
825
– – 0.04% 122
2024
Q1 		$255K Buy
+825
New +$226K 0.05% 119

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gratus Wealth Advisors's ETN Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Eaton (ETN) stake by 1.2% in Q2 2026, selling an estimated $4.03K and leaving 794 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #110.

Gratus Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Gratus Wealth Advisors held 794 shares of Eaton worth $338K as of Q2 2026.
  • Gratus Wealth Advisors sold 10 Eaton shares in Q2 2026, an estimated $4.03K.
  • Eaton made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Gratus Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.