EPAM
ETN icon

Evelyn Partners Asset Management’s Eaton ETN Stock Holding History

Evelyn Partners Asset Management’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 		$59K Hold
165
– – 0.01% 162
2025
Q4 		$52.6K Hold
165
– – 0.01% 151
2025
Q3 		$61.8K Buy
165
+52
+46% +$18.9K 0.01% 142
2025
Q2 		$40.3K Hold
113
– – 0.01% 143
2025
Q1 		$30.7K Hold
113
– – 0.01% 157
2024
Q4 		$37.5K Buy
+113
New +$39.7K 0.01% 147

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evelyn Partners Asset Management's ETN Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Eaton (ETN) position steady in Q1 2026 at 165 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #162.

Evelyn Partners Asset Management first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.8K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Evelyn Partners Asset Management held 165 shares of Eaton worth $59K as of Q1 2026.
  • Evelyn Partners Asset Management left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #162 holding.
  • Evelyn Partners Asset Management first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Eaton position peaked at $61.8K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.