Envestnet Portfolio Solutions
ETN icon

Envestnet Portfolio Solutions’s Eaton ETN Stock Holding History

Envestnet Portfolio Solutions’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 		$29.5M Buy
69,297
+3,638
+6% +$1.47M 0.14% 102
2026
Q1 		$23.5M Sell
65,659
-20,676
-24% -$7.36M 0.13% 101
2025
Q4 		$27.5M Buy
86,335
+5,003
+6% +$1.77M 0.1% 110
2025
Q3 		$30.4M Buy
81,332
+4,270
+6% +$1.55M 0.11% 97
2025
Q2 		$27.5M Buy
77,062
+9,144
+13% +$2.82M 0.1% 106
2025
Q1 		$18.5M Sell
67,918
-6,610
-9% -$2.06M 0.07% 136
2024
Q4 		$24.7M Buy
74,528
+1,486
+2% +$522K 0.08% 116
2024
Q3 		$24.2M Buy
73,042
+4,552
+7% +$1.39M 0.08% 121
2024
Q2 		$21.5M Sell
68,490
-10,235
-13% -$3.3M 0.07% 130
2024
Q1 		$24.6M Buy
78,725
+12,689
+19% +$3.47M 0.09% 114
2023
Q4 		$15.9M Sell
66,036
-1,367
-2% -$302K 0.07% 145
2023
Q3 		$14.4M Buy
+67,403
New +$14.5M 0.07% 143

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

Envestnet Portfolio Solutions's ETN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Eaton (ETN) stake by 5.5% in Q2 2026, buying an estimated $1.47M and bringing the position to 69,297 shares worth $29.5M. The position accounts for 0.14% of the portfolio, ranked #102.

Envestnet Portfolio Solutions first reported a position in ETN in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.4M in Q3 2025. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Envestnet Portfolio Solutions held 69,297 shares of Eaton worth $29.5M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 3,638 Eaton shares in Q2 2026, an estimated $1.47M.
  • Eaton made up 0.14% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #102 holding.
  • Envestnet Portfolio Solutions first reported a position in Eaton in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Eaton position peaked at $30.4M in Q3 2025.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.