WKWM
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Walter & Keenan Wealth Management’s Eaton ETN Stock Holding History

Walter & Keenan 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 		$363K Buy
852
+10
+1% +$4.03K 0.09% 128
2026
Q1 		$301K Buy
842
+14
+2% +$4.98K 0.08% 135
2025
Q4 		$264K Buy
+828
New +$293K 0.07% 144

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 $3.38T AUM 44.17% 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

Walter & Keenan Wealth Management's ETN Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Eaton (ETN) stake by 1.2% in Q2 2026, buying an estimated $4.03K and bringing the position to 852 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #128.

Walter & Keenan Wealth Management first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Walter & Keenan Wealth Management held 852 shares of Eaton worth $363K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 10 Eaton shares in Q2 2026, an estimated $4.03K.
  • Eaton made up 0.09% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Walter & Keenan Wealth Management first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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