Orca Wealth Management
ETN icon

Orca Wealth Management’s Eaton ETN Stock Holding History

Orca 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
Q3 		$232K Sell
539
-7
-1% -$2.92K 0.14% 75
2026
Q2 		$233K Buy
+546
New +$220K 0.14% 72
2025
Q4 		– Sell
-546
Closed -$204K – 72
2025
Q3 		$204K Buy
+546
New +$199K 0.15% 69

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Orca Wealth Management's ETN Position: Q3 2026 in Review

Orca Wealth Management reduced its Eaton (ETN) stake by 1.3% in Q3 2026, selling an estimated $2.92K and leaving 539 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #75.

Orca Wealth Management first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q2 2026. 1,827 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Orca Wealth Management held 539 shares of Eaton worth $232K as of Q3 2026.
  • Orca Wealth Management sold 7 Eaton shares in Q3 2026, an estimated $2.92K.
  • Eaton made up 0.14% of Orca Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Orca Wealth Management first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • Orca Wealth Management's Eaton position peaked at $233K in Q2 2026.
  • 1,827 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.