LVZ Inc
ETN icon

LVZ Inc’s Eaton ETN Stock Holding History

LVZ Inc’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 		$706K Sell
1,642
-36
-2% -$15K 0.07% 86
2026
Q2 		$715K Buy
1,678
+30
+2% +$12.1K 0.07% 86
2026
Q1 		$589K Buy
1,648
+24
+1% +$8.54K 0.07% 85
2025
Q4 		$517K Buy
1,624
+43
+3% +$15.2K 0.06% 94
2025
Q3 		$592K Buy
1,581
+24
+2% +$8.73K 0.07% 86
2025
Q2 		$556K Hold
1,557
– – 0.07% 79
2025
Q1 		$423K Hold
1,557
– – 0.06% 88
2024
Q4 		$517K Hold
1,557
– – 0.07% 77
2024
Q3 		$516K Buy
1,557
+10
+0.6% +$3.06K 0.07% 68
2024
Q2 		$485K Hold
1,547
– – 0.07% 69
2024
Q1 		$484K Buy
1,547
+76
+5% +$20.8K 0.07% 67
2023
Q4 		$354K Sell
1,471
-100
-6% -$22.1K 0.05% 96
2023
Q3 		$335K Buy
1,571
+75
+5% +$16.2K 0.05% 81
2023
Q2 		$301K Buy
+1,496
New +$263K 0.04% 112

Other funds holding ETN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LVZ Inc's ETN Position: Q3 2026 in Review

LVZ Inc reduced its Eaton (ETN) stake by 2.1% in Q3 2026, selling an estimated $15K and leaving 1,642 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #86.

LVZ Inc first reported a position in ETN in Q2 2023 and has held it in 14 quarters since. The position peaked at $715K in Q2 2026. 2,429 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • LVZ Inc held 1,642 shares of Eaton worth $706K as of Q3 2026.
  • LVZ Inc sold 36 Eaton shares in Q3 2026, an estimated $15K.
  • Eaton made up 0.07% of LVZ Inc's portfolio in Q3 2026, its #86 holding.
  • LVZ Inc first reported a position in Eaton in Q2 2023 and has held it in 14 quarters since.
  • LVZ Inc's Eaton position peaked at $715K in Q2 2026.
  • 2,429 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.