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Morton Brown Family Wealth’s Eaton ETN Stock Holding History

Morton Brown Family Wealth’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 		$2.13K Buy
+5
New +$2.02K ﹤0.01% 264
2022
Q1 		– Sell
-3
Closed -$1K – 165
2021
Q4 		$1K Buy
+3
New +$497 ﹤0.01% 193

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

Morton Brown Family Wealth's ETN Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Eaton (ETN) in Q2 2026: 5 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in ETN as recently as Q4 2021.

Morton Brown Family Wealth first reported a position in ETN in Q4 2021 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of Eaton worth $2.13K as of Q2 2026.
  • Eaton was a new Morton Brown Family Wealth position in Q2 2026.
  • Eaton made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #264 holding.
  • Morton Brown Family Wealth first reported a position in Eaton in Q4 2021 and has held it in 2 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.