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Beacon Investment Advisors’s Eaton ETN Stock Holding History

Beacon Investment 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 		$379K Sell
888
-7
-0.8% -$2.82K 0.12% 136
2026
Q1 		$320K Buy
895
+12
+1% +$4.27K 0.12% 140
2025
Q4 		$281K Buy
883
+20
+2% +$7.09K 0.11% 140
2025
Q3 		$323K Buy
863
+47
+6% +$17.1K 0.13% 126
2025
Q2 		$288K Buy
816
+11
+1% +$3.39K 0.12% 133
2025
Q1 		$219K Buy
805
+74
+10% +$23K 0.1% 147
2024
Q4 		$243K Buy
731
+17
+2% +$5.97K 0.11% 139
2024
Q3 		$237K Buy
714
+70
+11% +$21.4K 0.11% 141
2024
Q2 		$202K Buy
644
+2
+0.3% +$646 0.1% 142
2024
Q1 		$201K Buy
+642
New +$176K 0.11% 125

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

Beacon Investment Advisors's ETN Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Eaton (ETN) stake by 0.78% in Q2 2026, selling an estimated $2.82K and leaving 888 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #136.

Beacon Investment Advisors first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,673 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Beacon Investment Advisors held 888 shares of Eaton worth $379K as of Q2 2026.
  • Beacon Investment Advisors sold 7 Eaton shares in Q2 2026, an estimated $2.82K.
  • Eaton made up 0.12% of Beacon Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Beacon Investment Advisors first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,673 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.