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Legacy Capital Wealth Partners’s Eaton ETN Stock Holding History

Legacy Capital Wealth Partners’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 		$785K Sell
1,843
-150
-8% -$60.5K 0.15% 134
2026
Q1 		$713K Buy
1,993
+431
+28% +$153K 0.15% 147
2025
Q4 		$497K Buy
1,562
+335
+27% +$119K 0.11% 204
2025
Q3 		$459K Buy
1,227
+181
+17% +$65.8K 0.1% 217
2025
Q2 		$374K Sell
1,046
-79
-7% -$24.3K 0.09% 263
2025
Q1 		$306K Buy
1,125
+117
+12% +$36.4K 0.08% 275
2024
Q4 		$335K Sell
1,008
-910
-47% -$319K 0.08% 252
2024
Q3 		$636K Buy
1,918
+922
+93% +$282K 0.13% 149
2024
Q2 		$312K Buy
+996
New +$322K 0.08% 236
2021
Q1 		– Sell
-2,223
Closed -$267K – 93
2020
Q4 		$267K Buy
+2,223
New +$251K 0.11% 66

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's ETN Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Eaton (ETN) stake by 7.5% in Q2 2026, selling an estimated $60.5K and leaving 1,843 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #134.

Legacy Capital Wealth Partners first reported a position in ETN in Q4 2020 and has held it in 10 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,843 shares of Eaton worth $785K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 150 Eaton shares in Q2 2026, an estimated $60.5K.
  • Eaton made up 0.15% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Legacy Capital Wealth Partners first reported a position in Eaton in Q4 2020 and has held it in 10 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.