EPIM
ETN icon

Evelyn Partners Investment Management’s Eaton ETN Stock Holding History

Evelyn Partners Investment 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 		$8.96M Sell
25,058
-929
-4% -$331K 0.24% 61
2025
Q4 		$8.28M Buy
25,987
+1,446
+6% +$512K 0.23% 62
2025
Q3 		$9.18M Buy
24,541
+607
+3% +$221K 0.26% 61
2025
Q2 		$8.54M Buy
23,934
+1,269
+6% +$391K 0.26% 63
2025
Q1 		$6.16M Buy
22,665
+4,467
+25% +$1.39M 0.21% 68
2024
Q4 		$6.04M Buy
+18,198
New +$6.39M 0.2% 69

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 Investment Management's ETN Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Eaton (ETN) stake by 3.6% in Q1 2026, selling an estimated $331K and leaving 25,058 shares worth $8.96M. The position accounts for 0.24% of the portfolio, ranked #61.

Evelyn Partners Investment Management first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.18M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Evelyn Partners Investment Management held 25,058 shares of Eaton worth $8.96M as of Q1 2026.
  • Evelyn Partners Investment Management sold 929 Eaton shares in Q1 2026, an estimated $331K.
  • Eaton made up 0.24% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #61 holding.
  • Evelyn Partners Investment Management first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Eaton position peaked at $9.18M in Q3 2025.
  • 2,512 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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