MWA
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Meridian Wealth Advisors’s Eaton ETN Stock Holding History

Meridian 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 		$8.97M Sell
25,080
-883
-3% -$314K 1.19% 21
2025
Q4 		$8.27M Sell
25,963
-1,233
-5% -$437K 1.15% 22
2025
Q3 		$10.2M Buy
27,196
+268
+1% +$97.5K 1.45% 18
2025
Q2 		$9.61M Sell
26,928
-261
-1% -$80.4K 1.52% 18
2025
Q1 		$7.39M Buy
27,189
+171
+0.6% +$53.2K 1.25% 20
2024
Q4 		$8.97M Sell
27,018
-690
-2% -$242K 1.48% 16
2024
Q3 		$9.18M Sell
27,708
-479
-2% -$146K 1.54% 14
2024
Q2 		$8.84M Buy
28,187
+815
+3% +$263K 1.58% 15
2024
Q1 		$8.56M Buy
27,372
+777
+3% +$212K 1.61% 13
2023
Q4 		$6.4M Buy
26,595
+157
+0.6% +$34.7K 1.4% 16
2023
Q3 		$5.64M Buy
26,438
+186
+0.7% +$40.1K 1.41% 15
2023
Q2 		$5.28M Sell
26,252
-121
-0.5% -$21.3K 1.28% 19
2023
Q1 		$4.52M Buy
26,373
+1,284
+5% +$214K 1.13% 21
2022
Q4 		$3.94M Buy
25,089
+4,183
+20% +$641K 1.01% 25
2022
Q3 		$2.79M Sell
20,906
-695
-3% -$97.2K 0.79% 31
2022
Q2 		$2.72M Buy
21,601
+969
+5% +$136K 0.72% 35
2022
Q1 		$3.13M Buy
20,632
+639
+3% +$100K 0.73% 31
2021
Q4 		$3.46M Buy
19,993
+1,084
+6% +$180K 0.84% 27
2021
Q3 		$2.82M Buy
18,909
+606
+3% +$96.8K 0.79% 27
2021
Q2 		$2.71M Buy
18,303
+1,053
+6% +$152K 0.77% 27
2021
Q1 		$2.38M Buy
17,250
+3,390
+24% +$437K 0.79% 26
2020
Q4 		$1.67M Buy
13,860
+2,276
+20% +$257K 0.61% 38
2020
Q3 		$1.18M Buy
11,584
+765
+7% +$74.8K 0.51% 44
2020
Q2 		$946K Buy
10,819
+272
+3% +$22.4K 0.44% 50
2020
Q1 		$819K Buy
10,547
+211
+2% +$19.3K 0.45% 46
2019
Q4 		$979K Sell
10,336
-145
-1% -$12.9K 0.39% 49
2019
Q3 		$871K Buy
10,481
+1,107
+12% +$89.7K 0.37% 57
2019
Q2 		$803K Buy
9,374
+168
+2% +$13.6K 0.56% 39
2019
Q1 		$742K Sell
9,206
-160
-2% -$12.2K 0.54% 41
2018
Q4 		$643K Buy
+9,366
New +$700K 0.49% 40

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

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

Meridian Wealth Advisors reduced its Eaton (ETN) stake by 3.4% in Q1 2026, selling an estimated $314K and leaving 25,080 shares worth $8.97M. The position accounts for 1.19% of the portfolio, ranked #21.

Meridian Wealth Advisors first reported a position in ETN in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.2M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Meridian Wealth Advisors held 25,080 shares of Eaton worth $8.97M as of Q1 2026.
  • Meridian Wealth Advisors sold 883 Eaton shares in Q1 2026, an estimated $314K.
  • Eaton made up 1.19% of Meridian Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Meridian Wealth Advisors first reported a position in Eaton in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Eaton position peaked at $10.2M in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.