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Choate Investment Advisors’s Eaton ETN Stock Holding History

Choate 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 		$1.74M Sell
4,859
-13
-0.3% -$4.63K 0.03% 181
2025
Q4 		$1.55M Buy
4,872
+59
+1% +$20.9K 0.03% 186
2025
Q3 		$1.8M Buy
4,813
+1,031
+27% +$375K 0.04% 158
2025
Q2 		$1.35M Buy
3,782
+50
+1% +$15.4K 0.03% 171
2025
Q1 		$1.01M Sell
3,732
-243
-6% -$75.7K 0.03% 184
2024
Q4 		$1.32M Buy
3,975
+305
+8% +$107K 0.03% 166
2024
Q3 		$1.22M Buy
3,670
+268
+8% +$81.9K 0.03% 176
2024
Q2 		$1.07M Sell
3,402
-609
-15% -$197K 0.03% 185
2024
Q1 		$1.25M Buy
4,011
+108
+3% +$29.5K 0.03% 173
2023
Q4 		$940K Buy
3,903
+377
+11% +$83.2K 0.03% 189
2023
Q3 		$752K Buy
3,526
+2,088
+145% +$450K 0.03% 197
2023
Q2 		$289K Buy
+1,438
New +$253K 0.01% 243
2020
Q1 		– Sell
-2,924
Closed -$277K – 239
2019
Q4 		$277K Sell
2,924
-92
-3% -$8.17K 0.02% 201
2019
Q3 		$251K Hold
3,016
– – 0.02% 206
2019
Q2 		$251K Buy
3,016
+8
+0.3% +$647 0.02% 205
2019
Q1 		$242K Hold
3,008
– – 0.01% 215
2018
Q4 		$207K Sell
3,008
-18
-0.6% -$1.35K 0.01% 214
2018
Q3 		$262K Sell
3,026
-172
-5% -$14.1K 0.01% 178
2018
Q2 		$239K Sell
3,198
-11
-0.3% -$851 0.01% 210
2018
Q1 		$256K Sell
3,209
-3,063
-49% -$251K 0.01% 210
2017
Q4 		$496K Hold
6,272
– – 0.03% 171
2017
Q3 		$482K Buy
6,272
+11
+0.2% +$830 0.03% 175
2017
Q2 		$487K Hold
6,261
– – 0.03% 166
2017
Q1 		$464K Sell
6,261
-160
-2% -$11.4K 0.03% 168
2016
Q4 		$431K Sell
6,421
-160
-2% -$10.5K 0.03% 170
2016
Q3 		$432K Sell
6,581
-421
-6% -$27.2K 0.03% 166
2016
Q2 		$418K Buy
7,002
+341
+5% +$20.9K 0.03% 159
2016
Q1 		$417K Buy
6,661
+259
+4% +$14.3K 0.03% 164
2015
Q4 		$435K Buy
6,402
+1,553
+32% +$84.1K 0.03% 181
2015
Q3 		$249K Sell
4,849
-490
-9% -$28.9K 0.02% 218
2015
Q2 		$360K Sell
5,339
-869
-14% -$61.3K 0.02% 193
2015
Q1 		$422K Sell
6,208
-194
-3% -$13.2K 0.02% 180
2014
Q4 		$435K Sell
6,402
-288
-4% -$19K 0.03% 183
2014
Q3 		$424K Sell
6,690
-84
-1% -$5.96K 0.03% 184
2014
Q2 		$523K Sell
6,774
-272
-4% -$20.2K 0.03% 176
2014
Q1 		$529K Sell
7,046
-354
-5% -$26.1K 0.03% 172
2013
Q4 		$563K Buy
7,400
+130
+2% +$9.25K 0.04% 166
2013
Q3 		$500K Sell
7,270
-490
-6% -$32.9K 0.04% 166
2013
Q2 		$511K Buy
+7,760
New +$489K 0.04% 162

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

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

Choate Investment Advisors reduced its Eaton (ETN) stake by 0.27% in Q1 2026, selling an estimated $4.63K and leaving 4,859 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #181.

Choate Investment Advisors first reported a position in ETN in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.8M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Choate Investment Advisors held 4,859 shares of Eaton worth $1.74M as of Q1 2026.
  • Choate Investment Advisors sold 13 Eaton shares in Q1 2026, an estimated $4.63K.
  • Eaton made up 0.03% of Choate Investment Advisors's portfolio in Q1 2026, its #181 holding.
  • Choate Investment Advisors first reported a position in Eaton in Q2 2013 and has held it in 39 quarters since.
  • Choate Investment Advisors's Eaton position peaked at $1.8M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.