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Marion Wealth Management’s Eaton ETN Stock Holding History

Marion 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 		$233K Buy
+547
New +$221K 0.05% 146
2025
Q4 		– Sell
-547
Closed -$205K – 145
2025
Q3 		$205K Buy
+547
New +$199K 0.05% 132

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BlackRock
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Vanguard Capital Management
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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

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

Marion Wealth Management opened a new position in Eaton (ETN) in Q2 2026: 547 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #146 among its holdings. This is a return to the name: Marion Wealth Management previously reported a position in ETN as recently as Q3 2025.

Marion Wealth Management first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Marion Wealth Management held 547 shares of Eaton worth $233K as of Q2 2026.
  • Eaton was a new Marion Wealth Management position in Q2 2026.
  • Eaton made up 0.05% of Marion Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Marion Wealth Management first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.