BIA
ETN icon

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
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 $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

Bell Investment Advisors's ETN Position: Q1 2026 in Review

Bell Investment Advisors increased its Eaton (ETN) stake by 15% in Q1 2026, buying an estimated $11.7K and bringing the position to 254 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #179.

Bell Investment Advisors first reported a position in ETN in Q3 2021 and has held it in 18 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Bell Investment Advisors held 254 shares of Eaton worth $90.8K as of Q1 2026.
  • Bell Investment Advisors bought 33 Eaton shares in Q1 2026, an estimated $11.7K.
  • Eaton made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #179 holding.
  • Bell Investment Advisors first reported a position in Eaton in Q3 2021 and has held it in 18 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.