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Bell Investment Advisors’s Eaton ETN Stock Holding History

Bell 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 		$109K Buy
256
+2
+0.8% +$807 0.02% 177
2026
Q1 		$90.8K Buy
254
+33
+15% +$11.7K 0.01% 179
2025
Q4 		$70.4K Sell
221
-2
-0.9% -$709 0.01% 205
2025
Q3 		$83.5K Hold
223
– – 0.01% 181
2025
Q2 		$79.6K Buy
223
+10
+5% +$3.08K 0.01% 186
2025
Q1 		$57.9K Buy
213
+2
+0.9% +$623 0.01% 205
2024
Q4 		$70K Buy
211
+5
+2% +$1.75K 0.01% 181
2024
Q3 		$68.3K Sell
206
-4
-2% -$1.22K 0.01% 183
2024
Q2 		$65.8K Buy
210
+2
+1% +$646 0.01% 181
2024
Q1 		$65K Buy
208
+2
+1% +$547 0.01% 175
2023
Q4 		$49.6K Sell
206
-5
-2% -$1.1K 0.01% 200
2023
Q3 		$45K Buy
211
+13
+7% +$2.8K 0.01% 186
2023
Q2 		$39.8K Sell
198
-12
-6% -$2.11K 0.01% 194
2023
Q1 		$36K Buy
210
+10
+5% +$1.67K 0.01% 206
2022
Q4 		$31.4K Buy
200
+35
+21% +$5.37K 0.01% 228
2022
Q3 		$22K Buy
165
+68
+70% +$9.52K 0.01% 247
2022
Q2 		$12K Buy
+97
New +$13.6K ﹤0.01% 376
2021
Q4 		$27K Sell
155
-26
-14% -$4.31K 0.01% 250
2021
Q3 		$27K Buy
+181
New +$28.9K 0.01% 226

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its Eaton (ETN) stake by 0.79% in Q2 2026, buying an estimated $807 and bringing the position to 256 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #177.

Bell Investment Advisors first reported a position in ETN in Q3 2021 and has held it in 19 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Bell Investment Advisors held 256 shares of Eaton worth $109K as of Q2 2026.
  • Bell Investment Advisors bought 2 Eaton shares in Q2 2026, an estimated $807.
  • Eaton made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • Bell Investment Advisors first reported a position in Eaton in Q3 2021 and has held it in 19 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.