SMH
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Sanders Morris Harris’s Eaton ETN Stock Holding History

Sanders Morris Harris’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 		– Sell
-1,900
Closed -$680K – 139
2026
Q1 		$680K Buy
1,900
+100
+6% +$35.6K 0.11% 158
2025
Q4 		$580K Hold
1,800
– – 0.9% 16
2025
Q3 		$674K Sell
1,800
-300
-14% -$109K 0.09% 147
2025
Q2 		$750K Hold
2,100
– – 0.18% 52
2025
Q1 		$571K Buy
2,100
+100
+5% +$31.1K 0.09% 146
2024
Q4 		$669K Hold
2,000
– – 0.1% 140
2024
Q3 		$663K Hold
2,000
– – 0.11% 134
2024
Q2 		$627K Sell
2,000
-400
-17% -$129K 0.1% 132
2024
Q1 		$750K Buy
+2,400
New +$656K 0.14% 115
2023
Q4 		– Sell
-2,400
Closed -$512K – 190
2023
Q3 		$512K Hold
2,400
– – 0.11% 149
2023
Q2 		$483K Hold
2,400
– – 0.11% 141
2023
Q1 		$411K Buy
+2,400
New +$400K 0.14% 70
2022
Q4 		– Sell
-2,400
Closed -$320K – 225
2022
Q3 		$320K Hold
2,400
– – 0.08% 188
2022
Q2 		$302K Hold
2,400
– – 0.07% 208
2022
Q1 		$364K Hold
2,400
– – 0.07% 205
2021
Q4 		$415K Hold
2,400
– – 0.07% 195
2021
Q3 		$358K Hold
2,400
– – 0.07% 218
2021
Q2 		$356K Hold
2,400
– – 0.07% 225
2021
Q1 		$332K Hold
2,400
– – 0.07% 210
2020
Q4 		$288K Buy
+2,400
New +$271K 0.07% 223
2019
Q4 		– Sell
-2,400
Closed -$200K – 293
2019
Q3 		$200K Buy
+2,400
New +$194K 0.05% 257
2017
Q1 		– Sell
-8,000
Closed -$537K – 151
2016
Q4 		$537K Sell
8,000
-32,707
-80% -$2.15M 0.25% 57
2016
Q3 		$2.68M Buy
+40,707
New +$2.63M 0.81% 32

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Sanders Morris Harris's ETN Position: Q2 2026 in Review

Sanders Morris Harris sold out of Eaton (ETN) in Q2 2026, closing a stake of 1,900 shares — an estimated $680K sold.

Sanders Morris Harris first reported a position in ETN in Q3 2016 and held it in 23 quarters. The position peaked at $2.68M in Q3 2016. 782 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sanders Morris Harris reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 1,900 Eaton shares in Q2 2026, an estimated $680K.
  • Sanders Morris Harris first reported a position in Eaton in Q3 2016 and held it in 23 quarters.
  • Sanders Morris Harris's Eaton position peaked at $2.68M in Q3 2016.
  • 782 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.