Wedmont Private Capital’s Eaton ETN Stock Holding History

Wedmont Private Capital’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	$2.74M	Buy	6,729 +157	+2%	+$63.3K	0.08%	141
2026 Q1	$2.53M	Buy	6,572 +404	+7%	+$144K	0.08%	140
2025 Q4	$1.99M	Buy	6,168 +37	+0.6%	+$13.1K	0.07%	162
2025 Q3	$2.27M	Buy	6,131 +243	+4%	+$88.4K	0.08%	139
2025 Q2	$2.12M	Buy	5,888 +16	+0.3%	+$4.93K	0.09%	139
2025 Q1	$1.63M	Buy	5,872 +388	+7%	+$121K	0.08%	145
2024 Q4	$1.87M	Buy	5,484 +244	+5%	+$85.6K	0.1%	123
2024 Q3	$1.75M	Buy	5,240 +149	+3%	+$45.5K	0.1%	120
2024 Q2	$1.68M	Buy	5,091 +759	+18%	+$245K	0.11%	117
2024 Q1	$1.36M	Buy	4,332 +81	+2%	+$22.1K	0.1%	135
2023 Q4	$1.02M	Buy	4,251 +551	+15%	+$122K	0.08%	157
2023 Q3	$789K	Buy	3,700 +353	+11%	+$76.1K	0.08%	164
2023 Q2	$681K	Buy	3,347 +295	+10%	+$51.9K	0.07%	186
2023 Q1	$481K	Buy	3,052 +327	+12%	+$54.4K	0.06%	230
2022 Q4	$439K	Buy	2,725 +794	+41%	+$122K	0.07%	230
2022 Q3	$258K	Buy	+1,931	New	+$270K	0.05%	291

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

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

Wedmont Private Capital's ETN Position: Q2 2026 in Review

Wedmont Private Capital increased its Eaton (ETN) stake by 2.4% in Q2 2026, buying an estimated $63.3K and bringing the position to 6,729 shares worth $2.74M. The position accounts for 0.08% of the portfolio, ranked #141.

Wedmont Private Capital first reported a position in ETN in Q3 2022 and has held it in 16 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Wedmont Private Capital held 6,729 shares of Eaton worth $2.74M as of Q2 2026.
Wedmont Private Capital bought 157 Eaton shares in Q2 2026, an estimated $63.3K.
Eaton made up 0.08% of Wedmont Private Capital's portfolio in Q2 2026, its #141 holding.
Wedmont Private Capital first reported a position in Eaton in Q3 2022 and has held it in 16 quarters since.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.