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Beaumont Financial Advisors’s Eaton ETN Stock Holding History

Beaumont Financial 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
Q1 		$476K Buy
1,332
+3
+0.2% +$1.07K 0.03% 243
2025
Q4 		$423K Sell
1,329
-53
-4% -$18.8K 0.03% 251
2025
Q3 		$517K Buy
1,382
+75
+6% +$27.3K 0.03% 236
2025
Q2 		$467K Buy
1,307
+33
+3% +$10.2K 0.03% 230
2025
Q1 		$346K Sell
1,274
-94
-7% -$29.3K 0.03% 269
2024
Q4 		$454K Buy
1,368
+96
+8% +$33.7K 0.03% 231
2024
Q3 		$422K Buy
1,272
+17
+1% +$5.19K 0.03% 229
2024
Q2 		$394K Buy
1,255
+4
+0.3% +$1.29K 0.03% 234
2024
Q1 		$391K Sell
1,251
-3
-0.2% -$820 0.03% 238
2023
Q4 		$302K Buy
1,254
+99
+9% +$21.9K 0.03% 261
2023
Q3 		$246K Buy
1,155
+35
+3% +$7.54K 0.02% 279
2023
Q2 		$225K Buy
+1,120
New +$197K 0.02% 311

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

Beaumont Financial Advisors's ETN Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Eaton (ETN) stake by 0.23% in Q1 2026, buying an estimated $1.07K and bringing the position to 1,332 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #243.

Beaumont Financial Advisors first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. The position peaked at $517K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Beaumont Financial Advisors held 1,332 shares of Eaton worth $476K as of Q1 2026.
  • Beaumont Financial Advisors bought 3 Eaton shares in Q1 2026, an estimated $1.07K.
  • Eaton made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #243 holding.
  • Beaumont Financial Advisors first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
  • Beaumont Financial Advisors's Eaton position peaked at $517K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.