Curated Wealth Partners 13F: Cuts Eaton (ETN) Stake by $290M

Curated Wealth Partners made a massive shift in its holdings, slashing its investment in Eaton Corporation plc ETN on the NYSE. According to a Form 13F filing with the SEC on October 15, 2026, the fund cut its position by 99.8%. Because 13F filings look backward at the previous quarter, this report reveals portfolio adjustments made by the end of the period and may not reflect the investor's current holdings today.

Inside Curated Wealth Partners's Eaton Corporation Trade

The fund got rid of nearly its entire stake in the power management company, selling 675,325 shares. That left Curated Wealth Partners holding just 1,185 shares, down from 676,510 shares previously. The remaining stake was valued at $509,207 at the time of the report. This dramatic reduction follows a pattern of recent portfolio pruning by the firm across several other stock holdings.

Other Institutional Activity in Eaton Corporation

Other large money managers made much smaller adjustments to their Eaton stakes during the period. Blackrock Inc. grew its holdings by 131,342 shares, ending with 30,675,945 shares worth about $12,001,963,481. Vanguard Capital Management LLC grew its holdings by 118,654 shares, ending with 25,364,223 shares worth about $9,923,752,248. State Street Corporation grew its holdings by 502,515 shares, ending with 17,479,372 shares worth about $6,838,804,295. JPMORGAN CHASE & CO reduced its holdings by 2,514,775 shares, ending with 16,785,110 shares worth about $6,567,174,287. Morgan Stanley grew its holdings by 138,978 shares, ending with 13,250,139 shares worth about $5,184,116,883.

Eaton Corporation plc Stock Down 4.1%

Eaton shares recently traded around $392.14 as of October 16, 2026. The stock sits below its 50-day moving average of $424.86 and below its 52-week high of $478.00. The company carries a market capitalization of roughly $156.32 billion and a trailing P/E ratio of 40.94.

Recent Earnings

Eaton reported trailing twelve-month revenue of $30.03 billion and basic earnings of $9.83 per share. The company posted a net profit margin of 12.8% alongside a return on equity of 19.7%. Investors look ahead to the next corporate earnings release scheduled for November 3, 2026.

Dividend

Eaton shares offer a dividend yield of 1.09%, supported by a payout ratio of 43.5%.

Insider Buying and Selling at Eaton Corporation plc

Company insiders executed several transactions prior to the filing. On May 22, 2026, Director Dorothy C. Thompson sold 167 shares at $385.00 for a total value of $64,295. Officer Adam A. Wadecki sold 525 shares on August 4, 2026, at $440.54 worth $231,285. Officer Heath B Monesmith sold 18,036 shares on August 11, 2026, at $458.04 for $8,261,224. Additionally, Director Gerald Johnson bought 200 shares on August 13, 2026, valued at $92,162.

Analysts Set New Price Targets

Wall Street firms continue to update their views on the industrial machinery maker. On August 28, 2026, Morgan Stanley maintained its Overweight rating and raised its price target to $520.00 from $500.00. UBS upgraded the stock to a Buy rating on September 8, 2026, lifting its target to $515.00 from $450.00. Wells Fargo initiated coverage with an Overweight rating and a $503.00 target on September 25, 2026. Citigroup kept a Buy rating on October 12, 2026, raising its target to $498.00 from $485.00. RBC Capital maintained an Outperform rating on October 14, 2026, setting a target of $526.00. Overall, the stock holds a consensus Buy recommendation among 26 analysts, with a mean price target of $486.05.

About Eaton Corporation

Eaton Corporation operates as a power management company across the United States, Europe, and global markets. The firm builds electrical systems, aerospace components, and eMobility infrastructure. Institutional interest remains high despite Curated Wealth Partners exiting nearly its entire position.

Bottom Line

Investors will watch how Eaton performs when it reports earnings on November 3, 2026. Institutional filing data captures past positioning, so market participants should check future SEC reports to see if other funds follow Curated Wealth Partners out the door. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.