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Atria Wealth Solutions’s Eaton ETN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.97M Sell
8,294
-5,641
-40% -$1.74M 0.07% 317
2025
Q1 		$3.79M Sell
13,935
-1,184
-8% -$369K 0.05% 418
2024
Q4 		$5.02M Buy
15,119
+2,955
+24% +$1.04M 0.05% 349
2024
Q3 		$4.03M Sell
12,164
-955
-7% -$292K 0.04% 403
2024
Q2 		$4.11M Sell
13,119
-2,317
-15% -$748K 0.05% 385
2024
Q1 		$4.84M Buy
15,436
+2,336
+18% +$639K 0.05% 350
2023
Q4 		$3.15M Buy
13,100
+275
+2% +$60.7K 0.04% 451
2023
Q3 		$2.74M Sell
12,825
-1,244
-9% -$268K 0.04% 467
2023
Q2 		$2.83M Sell
14,069
-270
-2% -$47.5K 0.04% 461
2023
Q1 		$2.46M Sell
14,339
-1,430
-9% -$238K 0.04% 474
2022
Q4 		$2.47M Buy
15,769
+80
+0.5% +$12.3K 0.04% 441
2022
Q3 		$2.09M Sell
15,689
-609
-4% -$85.2K 0.04% 466
2022
Q2 		$2.05M Buy
16,298
+2,590
+19% +$362K 0.04% 438
2022
Q1 		$2.08M Buy
+13,708
New +$2.15M 0.03% 471

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Atria Wealth Solutions's ETN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Eaton (ETN) stake by 40% in Q2 2025, selling an estimated $1.74M and leaving 8,294 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #317.

Atria Wealth Solutions first reported a position in ETN in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.02M in Q4 2024. 2,324 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Atria Wealth Solutions held 8,294 shares of Eaton worth $2.97M as of Q2 2025.
  • Atria Wealth Solutions sold 5,641 Eaton shares in Q2 2025, an estimated $1.74M.
  • Eaton made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #317 holding.
  • Atria Wealth Solutions first reported a position in Eaton in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Eaton position peaked at $5.02M in Q4 2024.
  • 2,324 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.