Diversified Portfolios Inc’s Eaton ETN Stock Holding History

Diversified Portfolios Inc’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	$244K	Sell	682 -78	-10%	-$27.8K	0.02%	160
2025 Q4	$242K	Buy	760 +83	+12%	+$29.4K	0.02%	170
2025 Q3	$253K	Sell	677 -4	-0.6%	-$1.46K	0.02%	152
2025 Q2	$243K	Buy	+681	New	+$210K	0.02%	150
2025 Q1	–	Sell	-627	Closed	-$208K	–	145
2024 Q4	$208K	Hold	627	–	–	0.02%	144
2024 Q3	$208K	Sell	627 -172	-22%	-$52.6K	0.02%	136
2024 Q2	$251K	Sell	799 -2	-0.2%	-$646	0.03%	124
2024 Q1	$250K	Buy	+801	New	+$219K	0.04%	119
2016 Q3	–	Sell	-6,111	Closed	-$365K	–	48
2016 Q2	$365K	Buy	+6,111	New	+$375K	0.23%	30

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diversified Portfolios Inc's ETN Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Eaton (ETN) stake by 10% in Q1 2026, selling an estimated $27.8K and leaving 682 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #160.

Diversified Portfolios Inc first reported a position in ETN in Q2 2016 and has held it in 9 quarters since. The position peaked at $365K in Q2 2016. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Diversified Portfolios Inc held 682 shares of Eaton worth $244K as of Q1 2026.
Diversified Portfolios Inc sold 78 Eaton shares in Q1 2026, an estimated $27.8K.
Eaton made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #160 holding.
Diversified Portfolios Inc first reported a position in Eaton in Q2 2016 and has held it in 9 quarters since.
Diversified Portfolios Inc's Eaton position peaked at $365K in Q2 2016.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.