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Crescent Grove Advisors’s Eaton ETN Stock Holding History

Crescent Grove 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 		$608K Sell
1,700
-512
-23% -$182K 0.06% 166
2025
Q4 		$704K Sell
2,212
-223
-9% -$79K 0.07% 156
2025
Q3 		$911K Buy
2,435
+107
+5% +$38.9K 0.09% 124
2025
Q2 		$831K Buy
2,328
+472
+25% +$145K 0.08% 125
2025
Q1 		$504K Buy
1,856
+416
+29% +$130K 0.05% 157
2024
Q4 		$478K Sell
1,440
-2
-0.1% -$702 0.05% 164
2024
Q3 		$478K Buy
1,442
+121
+9% +$37K 0.05% 169
2024
Q2 		$414K Sell
1,321
-3,071
-70% -$991K 0.05% 180
2024
Q1 		$1.37M Hold
4,392
– – 0.14% 95
2023
Q4 		$1.06M Sell
4,392
-75
-2% -$16.6K 0.12% 111
2023
Q3 		$953K Buy
4,467
+1
+0% +$216 0.12% 117
2023
Q2 		$898K Buy
4,466
+1
+0% +$176 0.1% 118
2023
Q1 		$765K Buy
4,465
+1
+0% +$166 0.09% 130
2022
Q4 		$701K Sell
4,464
-236
-5% -$36.2K 0.07% 145
2022
Q3 		$627K Buy
4,700
+1
+0% +$140 0.07% 137
2022
Q2 		$592K Buy
4,699
+2
+0% +$280 0.06% 147
2022
Q1 		$713K Buy
4,697
+74
+2% +$11.6K 0.07% 146
2021
Q4 		$799K Buy
+4,623
New +$766K 0.08% 130

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

Crescent Grove Advisors's ETN Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Eaton (ETN) stake by 23% in Q1 2026, selling an estimated $182K and leaving 1,700 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #166.

Crescent Grove Advisors first reported a position in ETN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q1 2024. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Crescent Grove Advisors held 1,700 shares of Eaton worth $608K as of Q1 2026.
  • Crescent Grove Advisors sold 512 Eaton shares in Q1 2026, an estimated $182K.
  • Eaton made up 0.06% of Crescent Grove Advisors's portfolio in Q1 2026, its #166 holding.
  • Crescent Grove Advisors first reported a position in Eaton in Q4 2021 and has held it in 18 quarters since.
  • Crescent Grove Advisors's Eaton position peaked at $1.37M in Q1 2024.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.