Zimmer Partners’s Eaton ETN Stock Holding History

Zimmer Partners’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	$14.9M	Buy	+35,000	New	+$14.1M	0.34%	62
2026 Q1	–	Sell	-136,000	Closed	-$43.3M	–	138
2025 Q4	$43.3M	Sell	136,000 -18,900	-12%	-$6.7M	1.14%	26
2025 Q3	$58M	Sell	154,900 -5,850	-4%	-$2.13M	1.25%	22
2025 Q2	$57.4M	Sell	160,750 -11,650	-7%	-$3.59M	1.25%	24
2025 Q1	$46.9M	Buy	172,400 +97,000	+129%	+$30.2M	0.88%	31
2024 Q4	$25M	Buy	75,400 +10,400	+16%	+$3.65M	0.43%	42
2024 Q3	$21.5M	Sell	65,000 -5,000	-7%	-$1.53M	0.39%	50
2024 Q2	$21.9M	Buy	70,000 +16,740	+31%	+$5.4M	0.4%	46
2024 Q1	$16.7M	Buy	+53,260	New	+$14.6M	0.36%	52

Other funds holding ETN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zimmer Partners's ETN Position: Q2 2026 in Review

Zimmer Partners opened a new position in Eaton (ETN) in Q2 2026: 35,000 shares worth $14.9M. The stake represents 0.34% of the portfolio and ranks #62 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in ETN as recently as Q4 2025.

Zimmer Partners first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $58M in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Zimmer Partners held 35,000 shares of Eaton worth $14.9M as of Q2 2026.
Eaton was a new Zimmer Partners position in Q2 2026.
Eaton made up 0.34% of Zimmer Partners's portfolio in Q2 2026, its #62 holding.
Zimmer Partners first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
Zimmer Partners's Eaton position peaked at $58M in Q3 2025.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.