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Advisortrust Partners’s Eaton ETN Stock Holding History

Advisortrust Partners’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 		$845K Sell
1,982
-100
-5% -$40.3K 0.29% 60
2026
Q1 		$745K Buy
2,082
+251
+14% +$89.3K 0.31% 47
2025
Q4 		$583K Buy
+1,831
New +$649K 0.26% 64

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JP Morgan Chase
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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

Advisortrust Partners's ETN Position: Q2 2026 in Review

Advisortrust Partners reduced its Eaton (ETN) stake by 4.8% in Q2 2026, selling an estimated $40.3K and leaving 1,982 shares worth $845K. The position accounts for 0.29% of the portfolio, ranked #60.

Advisortrust Partners first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 2,652 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Advisortrust Partners held 1,982 shares of Eaton worth $845K as of Q2 2026.
  • Advisortrust Partners sold 100 Eaton shares in Q2 2026, an estimated $40.3K.
  • Eaton made up 0.29% of Advisortrust Partners's portfolio in Q2 2026, its #60 holding.
  • Advisortrust Partners first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • 2,652 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.