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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
Q2 		$17.3M Buy
40,620
+522
+1% +$211K 0.15% 147
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 $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

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

Concurrent Investment Advisors increased its Eaton (ETN) stake by 1.3% in Q2 2026, buying an estimated $211K and bringing the position to 40,620 shares worth $17.3M. The position accounts for 0.15% of the portfolio, ranked #147.

Concurrent Investment Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Concurrent Investment Advisors held 40,620 shares of Eaton worth $17.3M as of Q2 2026.
  • Concurrent Investment Advisors bought 522 Eaton shares in Q2 2026, an estimated $211K.
  • Eaton made up 0.15% of Concurrent Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Concurrent Investment Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.