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Ritholtz Wealth Management’s Eaton ETN Stock Holding History

Ritholtz 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 		$3.03M Buy
8,464
+937
+12% +$333K 0.05% 271
2025
Q4 		$2.4M Buy
7,527
+297
+4% +$105K 0.04% 308
2025
Q3 		$2.71M Buy
7,230
+492
+7% +$179K 0.05% 250
2025
Q2 		$2.41M Sell
6,738
-6
-0.1% -$1.85K 0.05% 246
2025
Q1 		$1.83M Buy
6,744
+244
+4% +$76K 0.05% 264
2024
Q4 		$2.16M Buy
6,500
+212
+3% +$74.4K 0.06% 219
2024
Q3 		$2.08M Buy
6,288
+273
+5% +$83.4K 0.06% 221
2024
Q2 		$1.89M Sell
6,015
-8
-0.1% -$2.58K 0.06% 213
2024
Q1 		$1.88M Buy
6,023
+299
+5% +$81.7K 0.07% 209
2023
Q4 		$1.38M Buy
5,724
+277
+5% +$61.1K 0.05% 240
2023
Q3 		$1.16M Buy
5,447
+306
+6% +$66K 0.05% 240
2023
Q2 		$1.03M Sell
5,141
-298
-5% -$52.4K 0.05% 265
2023
Q1 		$932K Buy
5,439
+201
+4% +$33.5K 0.05% 276
2022
Q4 		$822K Sell
5,238
-3,530
-40% -$541K 0.05% 271
2022
Q3 		$1.17M Buy
8,768
+3,802
+77% +$532K 0.06% 213
2022
Q2 		$626K Sell
4,966
-1,444
-23% -$202K 0.04% 265
2022
Q1 		$973K Sell
6,410
-664
-9% -$104K 0.07% 190
2021
Q4 		$1.22M Buy
7,074
+116
+2% +$19.2K 0.08% 132
2021
Q3 		$1.04M Buy
6,958
+271
+4% +$43.3K 0.07% 137
2021
Q2 		$991K Buy
6,687
+964
+17% +$139K 0.07% 143
2021
Q1 		$791K Buy
5,723
+2,396
+72% +$309K 0.07% 138
2020
Q4 		$400K Buy
3,327
+1,350
+68% +$153K 0.04% 204
2020
Q3 		$202K Buy
+1,977
New +$193K 0.02% 271

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

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

Ritholtz Wealth Management increased its Eaton (ETN) stake by 12% in Q1 2026, buying an estimated $333K and bringing the position to 8,464 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #271.

Ritholtz Wealth Management first reported a position in ETN in Q3 2020 and has held it in 23 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Ritholtz Wealth Management held 8,464 shares of Eaton worth $3.03M as of Q1 2026.
  • Ritholtz Wealth Management bought 937 Eaton shares in Q1 2026, an estimated $333K.
  • Eaton made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Ritholtz Wealth Management first reported a position in Eaton in Q3 2020 and has held it in 23 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.