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McCarter Private Wealth Services’s Eaton ETN Stock Holding History

McCarter Private Wealth Services’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 		$3.03M Sell
7,109
-316
-4% -$127K 1.05% 33
2026
Q1 		$2.66M Buy
7,425
+450
+6% +$160K 1.15% 25
2025
Q4 		$2.22M Buy
6,975
+669
+11% +$237K 1% 30
2025
Q3 		$2.36M Buy
6,306
+56
+0.9% +$20.4K 1.21% 28
2025
Q2 		$2.23M Buy
6,250
+155
+3% +$47.7K 1.28% 27
2025
Q1 		$1.66M Buy
6,095
+44
+0.7% +$13.7K 1.09% 29
2024
Q4 		$2.01M Sell
6,051
-14
-0.2% -$4.91K 1.27% 26
2024
Q3 		$2.01M Buy
+6,065
New +$1.85M 1.27% 26

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

McCarter Private Wealth Services's ETN Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Eaton (ETN) stake by 4.3% in Q2 2026, selling an estimated $127K and leaving 7,109 shares worth $3.03M. The position accounts for 1.05% of the portfolio, ranked #33.

McCarter Private Wealth Services first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • McCarter Private Wealth Services held 7,109 shares of Eaton worth $3.03M as of Q2 2026.
  • McCarter Private Wealth Services sold 316 Eaton shares in Q2 2026, an estimated $127K.
  • Eaton made up 1.05% of McCarter Private Wealth Services's portfolio in Q2 2026, its #33 holding.
  • McCarter Private Wealth Services first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.