SEM
ETN icon

Suncoast Equity Management’s Eaton ETN Stock Holding History

Suncoast Equity 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 		$23.5M Sell
55,106
-5,236
-9% -$2.11M 2.94% 14
2026
Q1 		$21.6M Sell
60,342
-8,001
-12% -$2.85M 2.59% 17
2025
Q4 		$21.8M Sell
68,343
-1,357
-2% -$481K 2.2% 20
2025
Q3 		$26.1M Buy
69,700
+542
+0.8% +$197K 2.6% 18
2025
Q2 		$24.7M Buy
69,158
+24
+0% +$7.39K 2.53% 19
2025
Q1 		$18.8M Buy
69,134
+1,631
+2% +$508K 2.12% 21
2024
Q4 		$22.4M Sell
67,503
-570
-0.8% -$200K 2.5% 18
2024
Q3 		$22.6M Sell
68,073
-3,139
-4% -$959K 2.57% 19
2024
Q2 		$22.3M Buy
71,212
+2,229
+3% +$720K 2.47% 19
2024
Q1 		$21.6M Buy
68,983
+50,768
+279% +$13.9M 2.53% 19
2023
Q4 		$4.39M Buy
18,215
+4,049
+29% +$894K 0.58% 25
2023
Q3 		$3.02M Buy
14,166
+1,265
+10% +$273K 0.46% 24
2023
Q2 		$2.59M Buy
12,901
+4,716
+58% +$829K 0.39% 25
2023
Q1 		$1.4M Buy
+8,185
New +$1.36M 0.24% 29

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

Suncoast Equity Management's ETN Position: Q2 2026 in Review

Suncoast Equity Management reduced its Eaton (ETN) stake by 8.7% in Q2 2026, selling an estimated $2.11M and leaving 55,106 shares worth $23.5M. The position accounts for 2.94% of the portfolio, ranked #14.

Suncoast Equity Management first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. The position peaked at $26.1M in Q3 2025. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Suncoast Equity Management held 55,106 shares of Eaton worth $23.5M as of Q2 2026.
  • Suncoast Equity Management sold 5,236 Eaton shares in Q2 2026, an estimated $2.11M.
  • Eaton made up 2.94% of Suncoast Equity Management's portfolio in Q2 2026, its #14 holding.
  • Suncoast Equity Management first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
  • Suncoast Equity Management's Eaton position peaked at $26.1M in Q3 2025.
  • 2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.