MWM
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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
Q2 		$22.5M Sell
52,751
-1,677
-3% -$676K 0.61% 37
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
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

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

Moran Wealth Management reduced its Eaton (ETN) stake by 3.1% in Q2 2026, selling an estimated $676K and leaving 52,751 shares worth $22.5M. The position accounts for 0.61% of the portfolio, ranked #37.

Moran Wealth Management first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.8M in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Moran Wealth Management held 52,751 shares of Eaton worth $22.5M as of Q2 2026.
  • Moran Wealth Management sold 1,677 Eaton shares in Q2 2026, an estimated $676K.
  • Eaton made up 0.61% of Moran Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Moran Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Eaton position peaked at $23.8M in Q3 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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