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McDaniel Terry & Co’s Eaton ETN Stock Holding History

McDaniel Terry & Co’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 		$22.8M Buy
53,572
+2,381
+5% +$960K 1.78% 20
2026
Q1 		$18.3M Buy
51,191
+1,577
+3% +$561K 1.56% 23
2025
Q4 		$15.8M Sell
49,614
-114
-0.2% -$40.4K 1.38% 24
2025
Q3 		$18.6M Buy
49,728
+1,140
+2% +$415K 1.5% 22
2025
Q2 		$17.3M Buy
48,588
+9,452
+24% +$2.91M 1.42% 26
2025
Q1 		$10.6M Buy
+39,136
New +$12.2M 0.93% 31

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

McDaniel Terry & Co's ETN Position: Q2 2026 in Review

McDaniel Terry & Co increased its Eaton (ETN) stake by 4.7% in Q2 2026, buying an estimated $960K and bringing the position to 53,572 shares worth $22.8M. The position accounts for 1.78% of the portfolio, ranked #20.

McDaniel Terry & Co first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • McDaniel Terry & Co held 53,572 shares of Eaton worth $22.8M as of Q2 2026.
  • McDaniel Terry & Co bought 2,381 Eaton shares in Q2 2026, an estimated $960K.
  • Eaton made up 1.78% of McDaniel Terry & Co's portfolio in Q2 2026, its #20 holding.
  • McDaniel Terry & Co first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.