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Beverly Hills Private Wealth’s Eaton ETN Stock Holding History

Beverly Hills Private Wealth’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 		$977K Sell
2,293
-2,752
-55% -$1.11M 0.19% 109
2026
Q1 		$1.8M Sell
5,045
-109
-2% -$38.8K 0.3% 92
2025
Q4 		$1.64M Sell
5,154
-178
-3% -$63.1K 0.28% 95
2025
Q3 		$2M Sell
5,332
-205
-4% -$74.6K 0.35% 80
2025
Q2 		$1.98M Sell
5,537
-230
-4% -$70.8K 0.37% 75
2025
Q1 		$1.57M Sell
5,767
-382
-6% -$119K 0.31% 88
2024
Q4 		$2.04M Sell
6,149
-157
-2% -$55.1K 0.41% 70
2024
Q3 		$2.09M Sell
6,306
-1,181
-16% -$361K 0.42% 69
2024
Q2 		$2.35M Sell
7,487
-1,397
-16% -$451K 0.51% 50
2024
Q1 		$2.78M Sell
8,884
-2,033
-19% -$556K 0.64% 37
2023
Q4 		$2.63M Sell
10,917
-843
-7% -$186K 0.69% 34
2023
Q3 		$2.51M Sell
11,760
-12,943
-52% -$2.79M 0.75% 33
2023
Q2 		$5.33M Buy
24,703
+12,334
+100% +$2.17M 0.88% 26
2023
Q1 		$2.12M Buy
12,369
+1,710
+16% +$285K 0.66% 43
2022
Q4 		$1.67M Buy
+10,659
New +$1.63M 0.73% 45

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

Beverly Hills Private Wealth's ETN Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Eaton (ETN) stake by 55% in Q2 2026, selling an estimated $1.11M and leaving 2,293 shares worth $977K. The position accounts for 0.19% of the portfolio, ranked #109.

Beverly Hills Private Wealth first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.33M in Q2 2023. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Beverly Hills Private Wealth held 2,293 shares of Eaton worth $977K as of Q2 2026.
  • Beverly Hills Private Wealth sold 2,752 Eaton shares in Q2 2026, an estimated $1.11M.
  • Eaton made up 0.19% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Beverly Hills Private Wealth first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Eaton position peaked at $5.33M in Q2 2023.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.