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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
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

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Sumitomo Mitsui Trust Group
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Orca Wealth Management's ETN Position: Q2 2026 in Review

Orca Wealth Management opened a new position in Eaton (ETN) in Q2 2026: 546 shares worth $233K. The stake represents 0.14% of the portfolio and ranks #72 among its holdings. This is a return to the name: Orca Wealth Management previously reported a position in ETN as recently as Q3 2025.

Orca Wealth Management first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. 1,258 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Orca Wealth Management held 546 shares of Eaton worth $233K as of Q2 2026.
  • Eaton was a new Orca Wealth Management position in Q2 2026.
  • Eaton made up 0.14% of Orca Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Orca Wealth Management first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • 1,258 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.