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Alpha Financial Partners’s Eaton ETN Stock Holding History

Alpha Financial 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 		$561K Sell
1,317
-78
-6% -$31.5K 0.29% 57
2026
Q1 		$499K Buy
1,395
+88
+7% +$31.3K 0.3% 52
2025
Q4 		$416K Buy
1,307
+317
+32% +$112K 0.25% 56
2025
Q3 		$371K Sell
990
-16
-2% -$5.82K 0.24% 57
2025
Q2 		$359K Buy
1,006
+51
+5% +$15.7K 0.26% 57
2025
Q1 		$260K Buy
955
+1
+0.1% +$311 0.21% 65
2024
Q4 		$317K Buy
+954
New +$335K 0.25% 51
2024
Q3 		– Sell
-971
Closed -$304K – 119
2024
Q2 		$304K Buy
971
+34
+4% +$11K 0.26% 45
2024
Q1 		$293K Hold
937
– – 0.27% 45
2023
Q4 		$226K Buy
+937
New +$207K 0.22% 67

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

Alpha Financial Partners's ETN Position: Q2 2026 in Review

Alpha Financial Partners reduced its Eaton (ETN) stake by 5.6% in Q2 2026, selling an estimated $31.5K and leaving 1,317 shares worth $561K. The position accounts for 0.29% of the portfolio, ranked #57.

Alpha Financial Partners first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Alpha Financial Partners held 1,317 shares of Eaton worth $561K as of Q2 2026.
  • Alpha Financial Partners sold 78 Eaton shares in Q2 2026, an estimated $31.5K.
  • Eaton made up 0.29% of Alpha Financial Partners's portfolio in Q2 2026, its #57 holding.
  • Alpha Financial Partners first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.