Anchor Capital Advisors’s Eaton ETN Stock Holding History

Anchor Capital 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 Q1	$4.36M	Sell	12,196 -91	-0.7%	-$32.4K	0.12%	103
2025 Q4	$3.91M	Sell	12,287 -657	-5%	-$233K	0.11%	103
2025 Q3	$4.84M	Buy	12,944 +12	+0.1%	+$4.37K	0.14%	103
2025 Q2	$4.62M	Sell	12,932 -6,074	-32%	-$1.87M	0.14%	110
2025 Q1	$5.17M	Sell	19,006 -346	-2%	-$108K	0.15%	108
2024 Q4	$6.42M	Sell	19,352 -725	-4%	-$254K	0.18%	110
2024 Q3	$6.65M	Sell	20,077 -21,513	-52%	-$6.57M	0.18%	110
2024 Q2	$13M	Buy	41,590 +17	+0%	+$5.49K	0.37%	95
2024 Q1	$13M	Sell	41,573 -10,204	-20%	-$2.79M	0.34%	94
2023 Q4	$12.5M	Sell	51,777 -1,170	-2%	-$258K	0.33%	91
2023 Q3	$11.3M	Sell	52,947 -53,991	-50%	-$11.6M	0.32%	90
2023 Q2	$21.5M	Sell	106,938 -28,638	-21%	-$5.04M	0.56%	62
2023 Q1	$23.2M	Sell	135,576 -3,629	-3%	-$604K	0.61%	56
2022 Q4	$21.8M	Sell	139,205 -8,138	-6%	-$1.25M	0.56%	64
2022 Q3	$19.6M	Sell	147,343 -7,282	-5%	-$1.02M	0.54%	64
2022 Q2	$19.5M	Sell	154,625 -6,948	-4%	-$972K	0.49%	70
2022 Q1	$24.5M	Sell	161,573 -27,500	-15%	-$4.31M	0.52%	69
2021 Q4	$32.7M	Sell	189,073 -7,888	-4%	-$1.31M	0.65%	59
2021 Q3	$29.4M	Sell	196,961 -4,996	-2%	-$798K	0.61%	63
2021 Q2	$29.9M	Sell	201,957 -8,984	-4%	-$1.29M	0.6%	62
2021 Q1	$29.2M	Sell	210,941 -18,132	-8%	-$2.34M	0.62%	61
2020 Q4	$27.5M	Sell	229,073 -19,929	-8%	-$2.25M	0.63%	62
2020 Q3	$25.4M	Sell	249,002 -5,169	-2%	-$505K	0.64%	62
2020 Q2	$22.2M	Sell	254,171 -13,023	-5%	-$1.07M	0.57%	71
2020 Q1	$20.8M	Sell	267,194 -12,742	-5%	-$1.17M	0.61%	69
2019 Q4	$26.5M	Buy	279,936 +21,148	+8%	+$1.88M	0.58%	72
2019 Q3	$21.5M	Sell	258,788 -7,708	-3%	-$624K	0.78%	61
2019 Q2	$22.2M	Buy	266,496 +30,377	+13%	+$2.46M	0.8%	55
2019 Q1	$19K	Buy	236,119 +6,802	+3%	+$519K	0.4%	70
2018 Q4	$15.7M	Sell	229,317 -7,725	-3%	-$578K	0.64%	74
2018 Q3	$20.6M	Sell	237,042 -5,616	-2%	-$459K	0.75%	58
2018 Q2	$18.1M	Sell	242,658 -12,559	-5%	-$971K	0.67%	67
2018 Q1	$20.4M	Sell	255,217 -1,747	-0.7%	-$143K	0.71%	62
2017 Q4	$20.3M	Buy	256,964 +2,099	+0.8%	+$163K	0.72%	63
2017 Q3	$19.6M	Sell	254,865 -1,439	-0.6%	-$109K	0.71%	68
2017 Q2	$19.9M	Buy	256,304 +88,522	+53%	+$6.75M	0.73%	63
2017 Q1	$12.4M	Buy	167,782 +7,057	+4%	+$501K	0.43%	93
2016 Q4	$10.8M	Buy	160,725 +20,559	+15%	+$1.35M	0.41%	90
2016 Q3	$9.21M	Sell	140,166 -66,680	-32%	-$4.31M	0.31%	92
2016 Q2	$12.4M	Sell	206,846 -4,867	-2%	-$299K	0.31%	91
2016 Q1	$13.2M	Sell	211,713 -49,883	-19%	-$2.76M	0.32%	93
2015 Q4	$13.6M	Sell	261,596 -8,062	-3%	-$437K	0.34%	84
2015 Q3	$13.8M	Buy	269,658 +8,434	+3%	+$498K	0.35%	84
2015 Q2	$17.6M	Sell	261,224 -521	-0.2%	-$36.8K	0.4%	84
2015 Q1	$17.8M	Sell	261,745 -24,644	-9%	-$1.68M	0.39%	88
2014 Q4	$19.5M	Buy	286,389 +1,570	+0.6%	+$104K	0.39%	85
2014 Q3	$18M	Buy	284,819 +127,127	+81%	+$9.02M	0.37%	92
2014 Q2	$12.2M	Sell	157,692 -5,564	-3%	-$413K	0.23%	101
2014 Q1	$12.3M	Sell	163,256 -1,019	-0.6%	-$75.1K	0.24%	100
2013 Q4	$12.5M	Sell	164,275 -6,449	-4%	-$459K	0.25%	97
2013 Q3	$11.8M	Buy	170,724 +20,999	+14%	+$1.41M	0.25%	95
2013 Q2	$9.85M	Buy	+149,725	New	+$9.44M	0.21%	93

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Anchor Capital Advisors's ETN Position: Q1 2026 in Review

Anchor Capital Advisors reduced its Eaton (ETN) stake by 0.74% in Q1 2026, selling an estimated $32.4K and leaving 12,196 shares worth $4.36M. The position accounts for 0.12% of the portfolio, ranked #103.

Anchor Capital Advisors first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.7M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Anchor Capital Advisors held 12,196 shares of Eaton worth $4.36M as of Q1 2026.
Anchor Capital Advisors sold 91 Eaton shares in Q1 2026, an estimated $32.4K.
Eaton made up 0.12% of Anchor Capital Advisors's portfolio in Q1 2026, its #103 holding.
Anchor Capital Advisors first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
Anchor Capital Advisors's Eaton position peaked at $32.7M in Q4 2021.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.