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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zuckerman Investment Group's ETN Position: Q1 2026 in Review

Zuckerman Investment Group held its Eaton (ETN) position steady in Q1 2026 at 2,001 shares worth $716K. 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 10 quarters since. The position peaked at $749K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Zuckerman Investment Group held 2,001 shares of Eaton worth $716K as of Q1 2026.
  • Zuckerman Investment Group left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.07% of Zuckerman Investment Group's portfolio in Q1 2026, its #86 holding.
  • Zuckerman Investment Group first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • Zuckerman Investment Group's Eaton position peaked at $749K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.