Marks Group Wealth Management’s Eaton ETN Stock Holding History

Marks Group 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	$7.6M	Sell	21,256 -2,815	-12%	-$1M	0.73%	35
2025 Q4	$7.67M	Sell	24,071 -3,057	-11%	-$1.08M	0.73%	40
2025 Q3	$10.2M	Sell	27,128 -1,747	-6%	-$635K	0.94%	22
2025 Q2	$10.3M	Sell	28,875 -1,724	-6%	-$531K	0.96%	18
2025 Q1	$8.32M	Buy	30,599 +2,286	+8%	+$712K	0.8%	51
2024 Q4	$9.4M	Sell	28,313 -1,601	-5%	-$562K	0.93%	26
2024 Q3	$9.91M	Buy	29,914 +3,070	+11%	+$938K	0.95%	17
2024 Q2	$8.42M	Sell	26,844 -3,732	-12%	-$1.2M	0.89%	31
2024 Q1	$9.56M	Sell	30,576 -331	-1%	-$90.5K	1%	22
2023 Q4	$7.44M	Buy	+30,907	New	+$6.82M	0.85%	38

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marks Group Wealth Management's ETN Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Eaton (ETN) stake by 12% in Q1 2026, selling an estimated $1M and leaving 21,256 shares worth $7.6M. The position accounts for 0.73% of the portfolio, ranked #35.

Marks Group Wealth Management first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q2 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Marks Group Wealth Management held 21,256 shares of Eaton worth $7.6M as of Q1 2026.
Marks Group Wealth Management sold 2,815 Eaton shares in Q1 2026, an estimated $1M.
Eaton made up 0.73% of Marks Group Wealth Management's portfolio in Q1 2026, its #35 holding.
Marks Group Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
Marks Group Wealth Management's Eaton position peaked at $10.3M in Q2 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.