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Atlas Legacy Advisors’s Eaton ETN Stock Holding History

Atlas Legacy 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
Q2 		$287K Buy
+722
New +$291K 0.04% 192
2025
Q4 		– Sell
-669
Closed -$250K – 198
2025
Q3 		$250K Buy
+669
New +$243K 0.05% 180

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

Atlas Legacy Advisors's ETN Position: Q2 2026 in Review

Atlas Legacy Advisors opened a new position in Eaton (ETN) in Q2 2026: 722 shares worth $287K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings. This is a return to the name: Atlas Legacy Advisors previously reported a position in ETN as recently as Q3 2025.

Atlas Legacy Advisors first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Atlas Legacy Advisors held 722 shares of Eaton worth $287K as of Q2 2026.
  • Eaton was a new Atlas Legacy Advisors position in Q2 2026.
  • Eaton made up 0.04% of Atlas Legacy Advisors's portfolio in Q2 2026, its #192 holding.
  • Atlas Legacy Advisors first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.