Moran Wealth Management’s Eaton ETN Stock Holding History

Moran 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 Q1	$19.5M	Sell	54,428 -6,953	-11%	-$2.47M	0.6%	41
2025 Q4	$19.6M	Sell	61,381 -2,206	-3%	-$782K	0.6%	42
2025 Q3	$23.8M	Sell	63,587 -1,882	-3%	-$685K	0.72%	31
2025 Q2	$23.4M	Sell	65,469 -84	-0.1%	-$25.9K	0.72%	30
2025 Q1	$17.8M	Sell	65,553 -958	-1%	-$298K	0.6%	48
2024 Q4	$22.1M	Sell	66,511 -1,696	-2%	-$595K	0.7%	35
2024 Q3	$22.6M	Sell	68,207 -1,719	-2%	-$525K	0.7%	40
2024 Q2	$21.9M	Sell	69,926 -2,641	-4%	-$853K	0.72%	35
2024 Q1	$22.7M	Sell	72,567 -3,364	-4%	-$920K	0.74%	35
2023 Q4	$18.3M	Sell	75,931 -2,911	-4%	-$643K	0.65%	43
2023 Q3	$16.8M	Buy	78,842 +35,751	+83%	+$7.71M	0.65%	48
2023 Q2	$8.67M	Buy	+43,091	New	+$7.58M	0.33%	108

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moran Wealth Management's ETN Position: Q1 2026 in Review

Moran Wealth Management reduced its Eaton (ETN) stake by 11% in Q1 2026, selling an estimated $2.47M and leaving 54,428 shares worth $19.5M. The position accounts for 0.6% of the portfolio, ranked #41.

Moran Wealth Management first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.8M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Moran Wealth Management held 54,428 shares of Eaton worth $19.5M as of Q1 2026.
Moran Wealth Management sold 6,953 Eaton shares in Q1 2026, an estimated $2.47M.
Eaton made up 0.6% of Moran Wealth Management's portfolio in Q1 2026, its #41 holding.
Moran Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
Moran Wealth Management's Eaton position peaked at $23.8M in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.