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 Q2	$300K	Buy	703 +21	+3%	+$8.47K	0.02%	166
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Diversified Portfolios Inc's ETN Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Eaton (ETN) stake by 3.1% in Q2 2026, buying an estimated $8.47K and bringing the position to 703 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #166.

Diversified Portfolios Inc first reported a position in ETN in Q2 2016 and has held it in 10 quarters since. The position peaked at $365K in Q2 2016. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Diversified Portfolios Inc held 703 shares of Eaton worth $300K as of Q2 2026.
Diversified Portfolios Inc bought 21 Eaton shares in Q2 2026, an estimated $8.47K.
Eaton made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #166 holding.
Diversified Portfolios Inc first reported a position in Eaton in Q2 2016 and has held it in 10 quarters since.
Diversified Portfolios Inc's Eaton position peaked at $365K in Q2 2016.
2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.