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Concurrent Investment Advisors’s Eaton ETN Stock Holding History

Concurrent 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 		$14.3M Sell
40,098
-1,648
-4% -$586K 0.16% 137
2025
Q4 		$13.3M Buy
41,746
+14,260
+52% +$5.05M 0.15% 142
2025
Q3 		$10.3M Buy
27,486
+8,207
+43% +$2.98M 0.18% 121
2025
Q2 		$6.88M Buy
19,279
+1,912
+11% +$589K 0.13% 167
2025
Q1 		$4.72M Sell
17,367
-1,884
-10% -$587K 0.11% 195
2024
Q4 		$6.39M Buy
19,251
+63
+0.3% +$22.1K 0.17% 122
2024
Q3 		$6.36M Sell
19,188
-3,017
-14% -$922K 0.19% 115
2024
Q2 		$6.96M Buy
22,205
+4,012
+22% +$1.3M 0.23% 101
2024
Q1 		$5.69M Buy
18,193
+174
+1% +$47.6K 0.23% 100
2023
Q4 		$4.34M Buy
+18,019
New +$3.98M 0.2% 112

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

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

Concurrent Investment Advisors reduced its Eaton (ETN) stake by 3.9% in Q1 2026, selling an estimated $586K and leaving 40,098 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #137.

Concurrent Investment Advisors first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Concurrent Investment Advisors held 40,098 shares of Eaton worth $14.3M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,648 Eaton shares in Q1 2026, an estimated $586K.
  • Eaton made up 0.16% of Concurrent Investment Advisors's portfolio in Q1 2026, its #137 holding.
  • Concurrent Investment Advisors first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.