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Bell Asset Management’s Eaton ETN Stock Holding History

Bell Asset Management’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
Q3 		$2.66M Sell
6,189
-5,417
-47% -$2.26M 0.96% 39
2026
Q2 		$4.95M Buy
+11,606
New +$4.68M 1.32% 16

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Bell Asset Management's ETN Position: Q3 2026 in Review

Bell Asset Management reduced its Eaton (ETN) stake by 47% in Q3 2026, selling an estimated $2.26M and leaving 6,189 shares worth $2.66M. The position accounts for 0.96% of the portfolio, ranked #39.

Bell Asset Management first reported a position in ETN in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.95M in Q2 2026. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Bell Asset Management held 6,189 shares of Eaton worth $2.66M as of Q3 2026.
  • Bell Asset Management sold 5,417 Eaton shares in Q3 2026, an estimated $2.26M.
  • Eaton made up 0.96% of Bell Asset Management's portfolio in Q3 2026, its #39 holding.
  • Bell Asset Management first reported a position in Eaton in Q2 2026 and has held it in 2 quarters since.
  • Bell Asset Management's Eaton position peaked at $4.95M in Q2 2026.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.