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Evolve Private Wealth’s Eaton ETN Stock Holding History

Evolve Private Wealth’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 		$235K Sell
550
-4,197
-88% -$1.69M 0.01% 858
2026
Q1 		$1.7M Buy
4,747
+120
+3% +$42.7K 0.09% 217
2025
Q4 		$1.47M Buy
+4,627
New +$1.64M 0.09% 211

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's ETN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Eaton (ETN) stake by 88% in Q2 2026, selling an estimated $1.69M and leaving 550 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #858.

Evolve Private Wealth first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Evolve Private Wealth held 550 shares of Eaton worth $235K as of Q2 2026.
  • Evolve Private Wealth sold 4,197 Eaton shares in Q2 2026, an estimated $1.69M.
  • Eaton made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #858 holding.
  • Evolve Private Wealth first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Eaton position peaked at $1.7M in Q1 2026.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.