ZIG
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Zuckerman Investment Group’s Eaton ETN Stock Holding History

Zuckerman Investment Group’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 		$858K Buy
2,013
+12
+0.6% +$4.84K 0.07% 86
2026
Q1 		$716K Hold
2,001
– – 0.07% 86
2025
Q4 		$637K Hold
2,001
– – 0.06% 91
2025
Q3 		$749K Buy
2,001
+1
+0.1% +$364 0.07% 93
2025
Q2 		$714K Sell
2,000
-401
-17% -$123K 0.07% 92
2025
Q1 		$653K Buy
2,401
+400
+20% +$125K 0.07% 95
2024
Q4 		$631K Sell
2,001
-10
-0.5% -$3.51K 0.06% 100
2024
Q3 		$667K Buy
2,011
+11
+0.6% +$3.36K 0.07% 88
2024
Q2 		$627K Hold
2,000
– – 0.07% 87
2024
Q1 		$625K Hold
2,000
– – 0.07% 84
2023
Q4 		$482K Buy
+2,000
New +$441K 0.06% 92

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

Zuckerman Investment Group's ETN Position: Q2 2026 in Review

Zuckerman Investment Group increased its Eaton (ETN) stake by 0.6% in Q2 2026, buying an estimated $4.84K and bringing the position to 2,013 shares worth $858K. The position accounts for 0.07% of the portfolio, ranked #86.

Zuckerman Investment Group first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Zuckerman Investment Group held 2,013 shares of Eaton worth $858K as of Q2 2026.
  • Zuckerman Investment Group bought 12 Eaton shares in Q2 2026, an estimated $4.84K.
  • Eaton made up 0.07% of Zuckerman Investment Group's portfolio in Q2 2026, its #86 holding.
  • Zuckerman Investment Group first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.