1IA
ETN icon

1620 Investment Advisors’s Eaton ETN Stock Holding History

1620 Investment Advisors’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 		$1.04M Sell
2,444
-359
-13% -$145K 0.65% 32
2026
Q1 		$1M Buy
2,803
+1
+0% +$356 0.68% 35
2025
Q4 		$892K Sell
2,802
-106
-4% -$37.6K 0.59% 45
2025
Q3 		$1.09M Sell
2,908
-78
-3% -$28.4K 0.74% 30
2025
Q2 		$1.07M Sell
2,986
-2
-0.1% -$616 0.76% 32
2025
Q1 		$812K Sell
2,988
-192
-6% -$59.8K 0.62% 36
2024
Q4 		$1.06M Buy
3,180
+25
+0.8% +$8.77K 0.8% 26
2024
Q3 		$1.05M Sell
3,155
-2,171
-41% -$663K 0.75% 29
2024
Q2 		$1.67M Sell
5,326
-85
-2% -$27.4K 1.28% 14
2024
Q1 		$1.69M Sell
5,411
-288
-5% -$78.7K 1.7% 13
2023
Q4 		$1.37M Sell
5,699
-379
-6% -$83.7K 1.5% 15
2023
Q3 		$1.3M Sell
6,078
-1,502
-20% -$324K 1.47% 16
2023
Q2 		$1.52M Sell
7,580
-130
-2% -$22.9K 1.65% 13
2023
Q1 		$1.32M Sell
7,710
-28
-0.4% -$4.66K 1.59% 12
2022
Q4 		$1.21M Buy
7,738
+94
+1% +$14.4K 1.47% 15
2022
Q3 		$1.02M Buy
7,644
+136
+2% +$19K 1.5% 15
2022
Q2 		$946K Buy
7,508
+1,087
+17% +$152K 1.3% 20
2022
Q1 		$1.11M Hold
6,421
– – 1.21% 24
2021
Q4 		$1.11M Buy
+6,421
New +$1.06M 1.24% 24

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

1620 Investment Advisors's ETN Position: Q2 2026 in Review

1620 Investment Advisors reduced its Eaton (ETN) stake by 13% in Q2 2026, selling an estimated $145K and leaving 2,444 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #32.

1620 Investment Advisors first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2024. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • 1620 Investment Advisors held 2,444 shares of Eaton worth $1.04M as of Q2 2026.
  • 1620 Investment Advisors sold 359 Eaton shares in Q2 2026, an estimated $145K.
  • Eaton made up 0.65% of 1620 Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • 1620 Investment Advisors first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Eaton position peaked at $1.69M in Q1 2024.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.