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Essential Partners’s Eaton ETN Stock Holding History

Essential Partners’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 		$104K Sell
245
-111
-31% -$44.8K 0.05% 409
2026
Q1 		$127K Sell
356
-10
-3% -$3.56K 0.04% 368
2025
Q4 		$117K Buy
366
+7
+2% +$2.48K 0.04% 413
2025
Q3 		$134K Buy
359
+12
+3% +$4.37K 0.04% 389
2025
Q2 		$124K Buy
+347
New +$107K 0.05% 332

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

Essential Partners's ETN Position: Q2 2026 in Review

Essential Partners reduced its Eaton (ETN) stake by 31% in Q2 2026, selling an estimated $44.8K and leaving 245 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #409.

Essential Partners first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. The position peaked at $134K in Q3 2025. 2,667 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Essential Partners held 245 shares of Eaton worth $104K as of Q2 2026.
  • Essential Partners sold 111 Eaton shares in Q2 2026, an estimated $44.8K.
  • Eaton made up 0.05% of Essential Partners's portfolio in Q2 2026, its #409 holding.
  • Essential Partners first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Eaton position peaked at $134K in Q3 2025.
  • 2,667 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.