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Palumbo Wealth Management’s Eaton ETN Stock Holding History

Palumbo 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
Q1 		$1.17M Buy
3,267
+62
+2% +$22.1K 0.29% 61
2025
Q4 		$1.02M Sell
3,205
-2
-0.1% -$709 0.25% 78
2025
Q3 		$1.1M Buy
3,207
+1
+0% +$364 0.35% 60
2025
Q2 		$1.14M Buy
3,206
+43
+1% +$13.2K 0.35% 61
2025
Q1 		$860K Buy
3,163
+287
+10% +$89.4K 0.29% 65
2024
Q4 		$955K Buy
2,876
+5
+0.2% +$1.75K 0.36% 57
2024
Q3 		$951K Sell
2,871
-45
-2% -$13.7K 0.37% 59
2024
Q2 		$914K Sell
2,916
-27
-0.9% -$8.72K 0.39% 58
2024
Q1 		$920K Sell
2,943
-89
-3% -$24.3K 0.41% 57
2023
Q4 		$730K Sell
3,032
-21
-0.7% -$4.63K 0.37% 58
2023
Q3 		$651K Sell
3,053
-7
-0.2% -$1.51K 0.36% 56
2023
Q2 		$615K Sell
3,060
-4,529
-60% -$797K 0.38% 51
2023
Q1 		$1.3M Buy
7,589
+44
+0.6% +$7.33K 0.86% 24
2022
Q4 		$1.18M Buy
7,545
+226
+3% +$34.6K 0.94% 23
2022
Q3 		$976K Buy
7,319
+194
+3% +$27.1K 0.83% 29
2022
Q2 		$898K Buy
7,125
+223
+3% +$31.2K 0.71% 29
2022
Q1 		$1.05M Buy
6,902
+181
+3% +$28.3K 0.67% 34
2021
Q4 		$1.16M Buy
6,721
+284
+4% +$47.1K 0.73% 25
2021
Q3 		$961K Sell
6,437
-1,267
-16% -$202K 0.63% 28
2021
Q2 		$1.14M Buy
7,704
+398
+5% +$57.4K 0.77% 26
2021
Q1 		$1.01M Buy
7,306
+363
+5% +$46.8K 0.76% 28
2020
Q4 		$834K Buy
+6,943
New +$785K 0.67% 28

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

Palumbo Wealth Management's ETN Position: Q1 2026 in Review

Palumbo Wealth Management increased its Eaton (ETN) stake by 1.9% in Q1 2026, buying an estimated $22.1K and bringing the position to 3,267 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #61.

Palumbo Wealth Management first reported a position in ETN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q1 2023. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Palumbo Wealth Management held 3,267 shares of Eaton worth $1.17M as of Q1 2026.
  • Palumbo Wealth Management bought 62 Eaton shares in Q1 2026, an estimated $22.1K.
  • Eaton made up 0.29% of Palumbo Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Palumbo Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's Eaton position peaked at $1.3M in Q1 2023.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.