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Atria Investments’s Eaton ETN Stock Holding History

Atria Investments’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 		$14.3M Sell
33,582
-7,571
-18% -$3.05M 0.14% 148
2026
Q1 		$14.7M Sell
41,153
-7,190
-15% -$2.56M 0.16% 122
2025
Q4 		$15.4M Sell
48,343
-8,767
-15% -$3.11M 0.18% 116
2025
Q3 		$21.4M Buy
57,110
+3,680
+7% +$1.34M 0.24% 69
2025
Q2 		$19.1M Buy
53,430
+989
+2% +$305K 0.23% 86
2025
Q1 		$14.3M Sell
52,441
-2,534
-5% -$789K 0.18% 118
2024
Q4 		$18.2M Buy
54,975
+2,560
+5% +$898K 0.23% 82
2024
Q3 		$17.4M Sell
52,415
-330
-0.6% -$101K 0.22% 98
2024
Q2 		$16.5M Sell
52,745
-6,630
-11% -$2.14M 0.21% 90
2024
Q1 		$18.6M Sell
59,375
-1,018
-2% -$278K 0.26% 76
2023
Q4 		$14.5M Buy
60,393
+1,134
+2% +$250K 0.23% 98
2023
Q3 		$12.6M Buy
59,259
+369
+0.6% +$79.5K 0.23% 92
2023
Q2 		$11.8M Buy
58,890
+2,169
+4% +$381K 0.21% 100
2023
Q1 		$9.72M Buy
56,721
+3,657
+7% +$609K 0.18% 133
2022
Q4 		$8.33M Buy
53,064
+4,420
+9% +$678K 0.17% 148
2022
Q3 		$6.49M Buy
48,644
+5,730
+13% +$802K 0.14% 174
2022
Q2 		$5.41M Sell
42,914
-2,830
-6% -$396K 0.11% 216
2022
Q1 		$6.94M Buy
45,744
+8,235
+22% +$1.29M 0.12% 199
2021
Q4 		$6.48M Sell
37,509
-5,328
-12% -$883K 0.12% 214
2021
Q3 		$6.4M Buy
42,837
+9,181
+27% +$1.47M 0.12% 194
2021
Q2 		$4.99M Buy
33,656
+5,248
+18% +$756K 0.1% 240
2021
Q1 		$3.93M Buy
28,408
+7,234
+34% +$933K 0.09% 263
2020
Q4 		$2.54M Buy
21,174
+334
+2% +$37.7K 0.06% 350
2020
Q3 		$2.13M Buy
20,840
+8,584
+70% +$839K 0.06% 325
2020
Q2 		$1.07M Sell
12,256
-946
-7% -$77.9K 0.04% 493
2020
Q1 		$1.03M Sell
13,202
-3,492
-21% -$320K 0.08% 227
2019
Q4 		$1.58M Sell
16,694
-5,981
-26% -$531K 0.04% 385
2019
Q3 		$1.89M Sell
22,675
-225
-1% -$18.2K 0.07% 245
2019
Q2 		$1.77M Buy
22,900
+17,524
+326% +$1.42M 0.07% 252
2019
Q1 		$433K Buy
5,376
+823
+18% +$62.8K 0.02% 572
2018
Q4 		$313K Sell
4,553
-21,445
-82% -$1.6M 0.01% 644
2018
Q3 		$2.25M Sell
25,998
-7,489
-22% -$613K 0.09% 202
2018
Q2 		$2.5M Sell
33,487
-3,881
-10% -$300K 0.11% 184
2018
Q1 		$2.99M Sell
37,368
-2,784
-7% -$228K 0.14% 141
2017
Q4 		$3.17M Buy
40,152
+3,625
+10% +$282K 0.16% 132
2017
Q3 		$2.81M Buy
36,527
+1,933
+6% +$146K 0.15% 140
2017
Q2 		$2.69M Buy
34,594
+1,909
+6% +$145K 0.16% 133
2017
Q1 		$2.42M Buy
32,685
+7,849
+32% +$558K 0.16% 141
2016
Q4 		$1.67M Buy
24,836
+10,414
+72% +$683K 0.13% 172
2016
Q3 		$948K Buy
14,422
+4,235
+42% +$274K 0.09% 199
2016
Q2 		$623K Buy
10,187
+2,793
+38% +$172K 0.07% 221
2016
Q1 		$463K Buy
+7,394
New +$408K 0.05% 259
2015
Q3 		– Sell
-5,047
Closed -$341K – 359
2015
Q2 		$341K Buy
5,047
+884
+21% +$62.4K 0.04% 301
2015
Q1 		$283K Sell
4,163
-1,436
-26% -$97.6K 0.03% 332
2014
Q4 		$380K Sell
5,599
-892
-14% -$58.8K 0.04% 293
2014
Q3 		$411K Sell
6,491
-235
-3% -$16.7K 0.04% 307
2014
Q2 		$519K Buy
6,726
+275
+4% +$20.4K 0.05% 265
2014
Q1 		$485K Buy
6,451
+800
+14% +$59K 0.05% 294
2013
Q4 		$430K Buy
5,651
+2,667
+89% +$190K 0.04% 317
2013
Q3 		$205K Sell
2,984
-257
-8% -$17.3K 0.02% 431
2013
Q2 		$213K Buy
+3,241
New +$204K 0.03% 375

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Atria Investments's ETN Position: Q2 2026 in Review

Atria Investments reduced its Eaton (ETN) stake by 18% in Q2 2026, selling an estimated $3.05M and leaving 33,582 shares worth $14.3M. The position accounts for 0.14% of the portfolio, ranked #148.

Atria Investments first reported a position in ETN in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.4M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Atria Investments held 33,582 shares of Eaton worth $14.3M as of Q2 2026.
  • Atria Investments sold 7,571 Eaton shares in Q2 2026, an estimated $3.05M.
  • Eaton made up 0.14% of Atria Investments's portfolio in Q2 2026, its #148 holding.
  • Atria Investments first reported a position in Eaton in Q2 2013 and has held it in 51 quarters since.
  • Atria Investments's Eaton position peaked at $21.4M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.