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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
Q2 		$1.39M Buy
3,273
+6
+0.2% +$2.42K 0.29% 58
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 $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

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

Palumbo Wealth Management increased its Eaton (ETN) stake by 0.18% in Q2 2026, buying an estimated $2.42K and bringing the position to 3,273 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #58.

Palumbo Wealth Management first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Palumbo Wealth Management held 3,273 shares of Eaton worth $1.39M as of Q2 2026.
  • Palumbo Wealth Management bought 6 Eaton shares in Q2 2026, an estimated $2.42K.
  • Eaton made up 0.29% of Palumbo Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Palumbo Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.