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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Naviter Wealth's ETN Position: Q1 2026 in Review

Naviter Wealth reduced its Eaton (ETN) stake by 3.2% in Q1 2026, selling an estimated $48.8K and leaving 4,174 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #122.

Naviter Wealth first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Naviter Wealth held 4,174 shares of Eaton worth $1.49M as of Q1 2026.
  • Naviter Wealth sold 137 Eaton shares in Q1 2026, an estimated $48.8K.
  • Eaton made up 0.19% of Naviter Wealth's portfolio in Q1 2026, its #122 holding.
  • Naviter Wealth first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • Naviter Wealth's Eaton position peaked at $1.6M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.