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Medallion Wealth Advisors’s Eaton ETN Stock Holding History

Medallion Wealth Advisors’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 		$16.1K Hold
45
– – 0.01% 692
2025
Q4 		$14.3K Hold
45
– – ﹤0.01% 698
2025
Q3 		$16.8K Hold
45
– – 0.01% 664
2025
Q2 		$16K Buy
45
+30
+200% +$9.24K 0.01% 661
2025
Q1 		$4.15K Sell
15
-6
-29% -$1.87K ﹤0.01% 820
2024
Q4 		$6.97K Buy
+21
New +$7.37K ﹤0.01% 709

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Medallion Wealth Advisors's ETN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Eaton (ETN) position steady in Q1 2026 at 45 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #692.

Medallion Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.8K in Q3 2025. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Medallion Wealth Advisors held 45 shares of Eaton worth $16.1K as of Q1 2026.
  • Medallion Wealth Advisors left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #692 holding.
  • Medallion Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Eaton position peaked at $16.8K in Q3 2025.
  • 2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.