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Alaethes Wealth’s Eaton ETN Stock Holding History

Alaethes Wealth’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 		$1.71M Buy
+4,013
New +$1.62M 0.5% 66
2022
Q2 		– Sell
-174
Closed -$26K – 164
2022
Q1 		$26K Buy
174
+108
+164% +$16.9K 0.02% 160
2021
Q4 		$11K Hold
66
– – 0.01% 194
2021
Q3 		$10K Hold
66
– – 0.01% 192
2021
Q2 		$10K Buy
+66
New +$9.51K 0.01% 186

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 $3.38T AUM 44.17% 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

Alaethes Wealth's ETN Position: Q2 2026 in Review

Alaethes Wealth opened a new position in Eaton (ETN) in Q2 2026: 4,013 shares worth $1.71M. The stake represents 0.5% of the portfolio and ranks #66 among its holdings. This is a return to the name: Alaethes Wealth previously reported a position in ETN as recently as Q1 2022.

Alaethes Wealth first reported a position in ETN in Q2 2021 and has held it in 5 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Alaethes Wealth held 4,013 shares of Eaton worth $1.71M as of Q2 2026.
  • Eaton was a new Alaethes Wealth position in Q2 2026.
  • Eaton made up 0.5% of Alaethes Wealth's portfolio in Q2 2026, its #66 holding.
  • Alaethes Wealth first reported a position in Eaton in Q2 2021 and has held it in 5 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.