Smith Shellnut Wilson’s Eaton ETN Stock Holding History

Smith Shellnut Wilson’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
2025 Q4	–	Sell	-592	Closed	-$222K	–	146
2025 Q3	$222K	Buy	+592	New	+$215K	0.09%	132

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smith Shellnut Wilson's ETN Position: Q4 2025 in Review

Smith Shellnut Wilson sold out of Eaton (ETN) in Q4 2025, closing a stake of 592 shares — an estimated $222K sold.

Smith Shellnut Wilson first reported a position in ETN in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

Smith Shellnut Wilson reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 592 Eaton shares in Q4 2025, an estimated $222K.
Smith Shellnut Wilson first reported a position in Eaton in Q3 2025 and held it in 1 quarter.
Smith Shellnut Wilson's Eaton position peaked at $222K in Q3 2025.
2,467 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Smith Shellnut Wilson's 13F filing for Q4 2025, filed 3 Aug 2026.