Evelyn Partners Investment Management Services’s Eaton ETN Stock Holding History

Evelyn Partners Investment Management Services’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	$1.38M	Buy	3,847 +132	+4%	+$47K	0.16%	82
2025 Q4	$1.18M	Sell	3,715 -1,067	-22%	-$378K	0.15%	81
2025 Q3	$1.79M	Sell	4,782 -131	-3%	-$47.6K	0.24%	67
2025 Q2	$1.75M	Buy	4,913 +981	+25%	+$302K	0.26%	58
2025 Q1	$1.07M	Buy	3,932 +2,847	+262%	+$886K	0.18%	78
2024 Q4	$360K	Buy	+1,085	New	+$381K	0.06%	98

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Evelyn Partners Investment Management Services increased its Eaton (ETN) stake by 3.6% in Q1 2026, buying an estimated $47K and bringing the position to 3,847 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #82.

Evelyn Partners Investment Management Services first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2025. 2,516 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Evelyn Partners Investment Management Services held 3,847 shares of Eaton worth $1.38M as of Q1 2026.
Evelyn Partners Investment Management Services bought 132 Eaton shares in Q1 2026, an estimated $47K.
Eaton made up 0.16% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #82 holding.
Evelyn Partners Investment Management Services first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Eaton position peaked at $1.79M in Q3 2025.
2,516 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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