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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
Q2 		$6.82M Sell
16,016
-5,240
-25% -$2.11M 0.59% 33
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
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

Marks Group Wealth Management's ETN Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Eaton (ETN) stake by 25% in Q2 2026, selling an estimated $2.11M and leaving 16,016 shares worth $6.82M. The position accounts for 0.59% of the portfolio, ranked #33.

Marks Group Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q2 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Marks Group Wealth Management held 16,016 shares of Eaton worth $6.82M as of Q2 2026.
  • Marks Group Wealth Management sold 5,240 Eaton shares in Q2 2026, an estimated $2.11M.
  • Eaton made up 0.59% of Marks Group Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Marks Group Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • Marks Group Wealth Management's Eaton position peaked at $10.3M in Q2 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.