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ETN icon

Naviter Wealth’s Eaton ETN Stock Holding History

Naviter 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 		$1.99M Buy
4,666
+492
+12% +$198K 0.18% 122
2026
Q1 		$1.49M Sell
4,174
-137
-3% -$48.8K 0.19% 122
2025
Q4 		$1.37M Buy
4,311
+46
+1% +$16.3K 0.18% 135
2025
Q3 		$1.6M Buy
4,265
+238
+6% +$86.6K 0.19% 132
2025
Q2 		$1.44M Sell
4,027
-50
-1% -$15.4K 0.18% 138
2025
Q1 		$1.12M Buy
4,077
+12
+0.3% +$3.74K 0.14% 165
2024
Q4 		$1.35M Buy
4,065
+3,304
+434% +$1.16M 0.16% 145
2024
Q3 		$252K Hold
761
– – 0.04% 214
2024
Q2 		$239K Hold
761
– – 0.04% 206
2024
Q1 		$238K Buy
+761
New +$208K 0.04% 207

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

Naviter Wealth's ETN Position: Q2 2026 in Review

Naviter Wealth increased its Eaton (ETN) stake by 12% in Q2 2026, buying an estimated $198K and bringing the position to 4,666 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #122.

Naviter Wealth first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Naviter Wealth held 4,666 shares of Eaton worth $1.99M as of Q2 2026.
  • Naviter Wealth bought 492 Eaton shares in Q2 2026, an estimated $198K.
  • Eaton made up 0.18% of Naviter Wealth's portfolio in Q2 2026, its #122 holding.
  • Naviter Wealth first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.