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Aspiriant LLC’s Eaton ETN Stock Holding History

Aspiriant LLC’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 		$430K Sell
1,203
-215
-15% -$76.5K 0.01% 239
2025
Q4 		$452K Buy
1,418
+284
+25% +$101K 0.01% 227
2025
Q3 		$424K Buy
1,134
+455
+67% +$165K 0.01% 214
2025
Q2 		$242K Sell
679
-121
-15% -$37.3K 0.01% 284
2025
Q1 		$217K Sell
800
-195
-20% -$60.7K 0.01% 280
2024
Q4 		$330K Sell
995
-27
-3% -$9.48K 0.01% 227
2024
Q3 		$339K Buy
1,022
+210
+26% +$64.2K 0.01% 220
2024
Q2 		$255K Sell
812
-482
-37% -$156K 0.01% 251
2024
Q1 		$405K Buy
1,294
+213
+20% +$58.2K 0.02% 217
2023
Q4 		$260K Buy
1,081
+30
+3% +$6.62K 0.01% 261
2023
Q3 		$224K Buy
+1,051
New +$227K 0.01% 258

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aspiriant LLC's ETN Position: Q1 2026 in Review

Aspiriant LLC reduced its Eaton (ETN) stake by 15% in Q1 2026, selling an estimated $76.5K and leaving 1,203 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #239.

Aspiriant LLC first reported a position in ETN in Q3 2023 and has held it in 11 quarters since. The position peaked at $452K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Aspiriant LLC held 1,203 shares of Eaton worth $430K as of Q1 2026.
  • Aspiriant LLC sold 215 Eaton shares in Q1 2026, an estimated $76.5K.
  • Eaton made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #239 holding.
  • Aspiriant LLC first reported a position in Eaton in Q3 2023 and has held it in 11 quarters since.
  • Aspiriant LLC's Eaton position peaked at $452K in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.