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Crestwood Advisors Group’s Eaton ETN Stock Holding History

Crestwood Advisors Group’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 		$6.85M Buy
16,074
+735
+5% +$296K 0.1% 131
2026
Q1 		$5.49M Buy
15,339
+971
+7% +$346K 0.09% 135
2025
Q4 		$4.58M Sell
14,368
-1,124
-7% -$398K 0.08% 142
2025
Q3 		$5.8M Buy
15,492
+327
+2% +$119K 0.1% 128
2025
Q2 		$5.41M Buy
15,165
+87
+0.6% +$26.8K 0.1% 127
2025
Q1 		$4.1M Buy
15,078
+1,357
+10% +$423K 0.08% 143
2024
Q4 		$4.55M Sell
13,721
-188
-1% -$66K 0.09% 131
2024
Q3 		$4.61M Buy
13,909
+435
+3% +$133K 0.09% 131
2024
Q2 		$4.22M Buy
13,474
+56
+0.4% +$18.1K 0.09% 128
2024
Q1 		$4.2M Sell
13,418
-17
-0.1% -$4.65K 0.09% 129
2023
Q4 		$3.24M Buy
13,435
+22
+0.2% +$4.86K 0.08% 142
2023
Q3 		$2.86M Buy
+13,413
New +$2.89M 0.08% 136
2017
Q2 		– Sell
-1,402
Closed -$108K – 241
2017
Q1 		$108K Buy
+1,402
New +$99.6K 0.01% 189

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

Crestwood Advisors Group's ETN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Eaton (ETN) stake by 4.8% in Q2 2026, buying an estimated $296K and bringing the position to 16,074 shares worth $6.85M. The position accounts for 0.1% of the portfolio, ranked #131.

Crestwood Advisors Group first reported a position in ETN in Q1 2017 and has held it in 13 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Crestwood Advisors Group held 16,074 shares of Eaton worth $6.85M as of Q2 2026.
  • Crestwood Advisors Group bought 735 Eaton shares in Q2 2026, an estimated $296K.
  • Eaton made up 0.1% of Crestwood Advisors Group's portfolio in Q2 2026, its #131 holding.
  • Crestwood Advisors Group first reported a position in Eaton in Q1 2017 and has held it in 13 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.