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Moody Lynn & Lieberson’s Eaton ETN Stock Holding History

Moody Lynn & Lieberson’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 		$26.8M Sell
62,861
-1,933
-3% -$780K 1.41% 20
2026
Q1 		$23.2M Sell
64,794
-16,314
-20% -$5.81M 1.3% 23
2025
Q4 		$25.8M Sell
81,108
-5,319
-6% -$1.88M 1.37% 20
2025
Q3 		$32.3M Buy
86,427
+1,117
+1% +$406K 1.74% 19
2025
Q2 		$30.5M Buy
85,310
+8,213
+11% +$2.53M 1.76% 21
2025
Q1 		$21M Sell
77,097
-1,661
-2% -$517K 1.34% 25
2024
Q4 		$26.1M Buy
78,758
+464
+0.6% +$163K 1.6% 20
2024
Q3 		$25.9M Buy
78,294
+190
+0.2% +$58.1K 1.6% 21
2024
Q2 		$24.5M Sell
78,104
-3,286
-4% -$1.06M 1.6% 19
2024
Q1 		$25.4M Buy
81,390
+124
+0.2% +$33.9K 1.71% 20
2023
Q4 		$19.6M Sell
81,266
-2,760
-3% -$609K 1.49% 25
2023
Q3 		$17.9M Buy
84,026
+6,977
+9% +$1.5M 1.54% 25
2023
Q2 		$15.5M Buy
77,049
+63,951
+488% +$11.2M 1.25% 27
2023
Q1 		$2.24M Buy
13,098
+9,553
+269% +$1.59M 0.2% 77
2022
Q4 		$556K Buy
3,545
+818
+30% +$125K 0.05% 149
2022
Q3 		$364K Sell
2,727
-3,531
-56% -$494K 0.04% 172
2022
Q2 		$788K Buy
+6,258
New +$875K 0.07% 116
2022
Q1 		– Sell
-2,027
Closed -$350K – 241
2021
Q4 		$350K Buy
+2,027
New +$336K 0.02% 194
2014
Q4 		– Sell
-33,758
Closed -$2.14M – 191
2014
Q3 		$2.14M Sell
33,758
-2,227
-6% -$158K 0.32% 79
2014
Q2 		$2.78M Sell
35,985
-11,558
-24% -$858K 0.38% 76
2014
Q1 		$3.57M Buy
47,543
+10,375
+28% +$765K 0.52% 71
2013
Q4 		$2.83M Buy
37,168
+7,765
+26% +$552K 0.39% 81
2013
Q3 		$2.02M Buy
29,403
+3,898
+15% +$262K 0.31% 88
2013
Q2 		$1.68M Buy
+25,505
New +$1.61M 0.29% 87

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Moody Lynn & Lieberson's ETN Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Eaton (ETN) stake by 3% in Q2 2026, selling an estimated $780K and leaving 62,861 shares worth $26.8M. The position accounts for 1.41% of the portfolio, ranked #20.

Moody Lynn & Lieberson first reported a position in ETN in Q2 2013 and has held it in 24 quarters since. The position peaked at $32.3M in Q3 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Moody Lynn & Lieberson held 62,861 shares of Eaton worth $26.8M as of Q2 2026.
  • Moody Lynn & Lieberson sold 1,933 Eaton shares in Q2 2026, an estimated $780K.
  • Eaton made up 1.41% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #20 holding.
  • Moody Lynn & Lieberson first reported a position in Eaton in Q2 2013 and has held it in 24 quarters since.
  • Moody Lynn & Lieberson's Eaton position peaked at $32.3M in Q3 2025.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.