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Meridian Wealth Management’s Eaton ETN Stock Holding History

Meridian 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 		$2.3M Buy
5,405
+177
+3% +$71.4K 0.07% 234
2026
Q1 		$1.87M Sell
5,228
-1,132
-18% -$403K 0.07% 238
2025
Q4 		$2.03M Buy
6,360
+1,293
+26% +$458K 0.07% 228
2025
Q3 		$1.9M Buy
5,067
+368
+8% +$134K 0.07% 226
2025
Q2 		$1.68M Buy
4,699
+318
+7% +$97.9K 0.07% 228
2025
Q1 		$1.19M Buy
4,381
+1,410
+47% +$439K 0.06% 257
2024
Q4 		$986K Buy
2,971
+966
+48% +$339K 0.05% 294
2024
Q3 		$665K Buy
2,005
+283
+16% +$86.5K 0.03% 365
2024
Q2 		$540K Buy
+1,722
New +$556K 0.06% 167
2024
Q1 		– Sell
-1,273
Closed -$307K – 296
2023
Q4 		$307K Sell
1,273
-106
-8% -$23.4K 0.02% 495
2023
Q3 		$294K Buy
1,379
+202
+17% +$43.5K 0.02% 458
2023
Q2 		$237K Sell
1,177
-493
-30% -$86.7K 0.02% 486
2023
Q1 		$286K Sell
1,670
-32
-2% -$5.33K 0.03% 437
2022
Q4 		$267K Buy
1,702
+33
+2% +$5.06K 0.03% 443
2022
Q3 		$223K Sell
1,669
-2
-0.1% -$280 0.02% 435
2022
Q2 		$211K Buy
+1,671
New +$234K 0.02% 505
2019
Q3 		– Sell
-417
Closed -$347 – 279
2019
Q2 		$347 Buy
+417
New +$33.8K 0.01% 433

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

Meridian Wealth Management's ETN Position: Q2 2026 in Review

Meridian Wealth Management increased its Eaton (ETN) stake by 3.4% in Q2 2026, buying an estimated $71.4K and bringing the position to 5,405 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #234.

Meridian Wealth Management first reported a position in ETN in Q2 2019 and has held it in 17 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Meridian Wealth Management held 5,405 shares of Eaton worth $2.3M as of Q2 2026.
  • Meridian Wealth Management bought 177 Eaton shares in Q2 2026, an estimated $71.4K.
  • Eaton made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Meridian Wealth Management first reported a position in Eaton in Q2 2019 and has held it in 17 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.