AO
ETN icon

Advisor OS’s Eaton ETN Stock Holding History

Advisor OS’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 		$627K Sell
1,471
-20
-1% -$8.06K 0.04% 272
2026
Q1 		$533K Buy
1,491
+257
+21% +$91.5K 0.04% 286
2025
Q4 		$393K Sell
1,234
-535
-30% -$190K 0.03% 331
2025
Q3 		$662K Buy
1,769
+550
+45% +$200K 0.06% 212
2025
Q2 		$435K Sell
1,219
-457
-27% -$141K 0.04% 279
2025
Q1 		$456K Sell
1,676
-258
-13% -$80.3K 0.05% 247
2024
Q4 		$642K Buy
1,934
+21
+1% +$7.37K 0.07% 180
2024
Q3 		$634K Buy
1,913
+131
+7% +$40K 0.06% 227
2024
Q2 		$559K Buy
1,782
+178
+11% +$57.5K 0.06% 232
2024
Q1 		$502K Buy
1,604
+637
+66% +$174K 0.06% 236
2023
Q4 		$233K Buy
+967
New +$213K 0.03% 300

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

Advisor OS's ETN Position: Q2 2026 in Review

Advisor OS reduced its Eaton (ETN) stake by 1.3% in Q2 2026, selling an estimated $8.06K and leaving 1,471 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #272.

Advisor OS first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $662K in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Advisor OS held 1,471 shares of Eaton worth $627K as of Q2 2026.
  • Advisor OS sold 20 Eaton shares in Q2 2026, an estimated $8.06K.
  • Eaton made up 0.04% of Advisor OS's portfolio in Q2 2026, its #272 holding.
  • Advisor OS first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • Advisor OS's Eaton position peaked at $662K in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.