MAWA
ETN icon

Moss Adams Wealth Advisors’s Eaton ETN Stock Holding History

Moss Adams Wealth Advisors’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 		$845K Buy
1,982
+43
+2% +$17.3K 0.05% 108
2026
Q1 		$694K Buy
1,939
+264
+16% +$94K 0.05% 113
2025
Q4 		$534K Sell
1,675
-6
-0.4% -$2.13K 0.04% 127
2025
Q3 		$629K Sell
1,681
-20
-1% -$7.27K 0.05% 112
2025
Q2 		$607K Buy
1,701
+879
+107% +$271K 0.06% 117
2025
Q1 		$223K Sell
822
-29
-3% -$9.03K 0.02% 193
2024
Q4 		$282K Buy
851
+75
+10% +$26.3K 0.03% 154
2024
Q3 		$257K Buy
776
+82
+12% +$25.1K 0.03% 164
2024
Q2 		$218K Buy
+694
New +$224K 0.03% 160

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Moss Adams Wealth Advisors's ETN Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Eaton (ETN) stake by 2.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,982 shares worth $845K. The position accounts for 0.05% of the portfolio, ranked #108.

Moss Adams Wealth Advisors first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 978 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,982 shares of Eaton worth $845K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 43 Eaton shares in Q2 2026, an estimated $17.3K.
  • Eaton made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Moss Adams Wealth Advisors first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 978 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.