F/M Investments’s Eaton ETN Stock Holding History

F/M Investments’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	$14.8M	Buy	34,838 +2,918	+9%	+$1.18M	0.75%	24
2026 Q1	$11.4M	Sell	31,920 -22,289	-41%	-$7.93M	0.76%	34
2025 Q4	$17.3M	Buy	54,209 +22,296	+70%	+$7.9M	0.66%	29
2025 Q3	$11.9M	Sell	31,913 -4,761	-13%	-$1.73M	0.46%	47
2025 Q2	$13.1M	Buy	36,674 +975	+3%	+$300K	0.48%	38
2025 Q1	$9.71M	Sell	35,699 -2,124	-6%	-$661K	0.39%	56
2024 Q4	$12.6M	Buy	37,823 +2,605	+7%	+$914K	0.46%	41
2024 Q3	$11.7M	Sell	35,218 -1,911	-5%	-$584K	0.37%	82
2024 Q2	$11.7M	Buy	+37,129	New	+$12M	0.42%	66
2023 Q2	–	Sell	-5,067	Closed	-$868K	–	77
2023 Q1	$868K	Buy	+5,067	New	+$844K	0.88%	32
2021 Q2	–	Sell	-14,792	Closed	-$2.04M	–	80
2021 Q1	$2.04M	Buy	+14,792	New	+$1.91M	1.62%	21

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

F/M Investments's ETN Position: Q2 2026 in Review

F/M Investments increased its Eaton (ETN) stake by 9.1% in Q2 2026, buying an estimated $1.18M and bringing the position to 34,838 shares worth $14.8M. The position accounts for 0.75% of the portfolio, ranked #24.

F/M Investments first reported a position in ETN in Q1 2021 and has held it in 11 quarters since. The position peaked at $17.3M in Q4 2025. 2,655 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

F/M Investments held 34,838 shares of Eaton worth $14.8M as of Q2 2026.
F/M Investments bought 2,918 Eaton shares in Q2 2026, an estimated $1.18M.
Eaton made up 0.75% of F/M Investments's portfolio in Q2 2026, its #24 holding.
F/M Investments first reported a position in Eaton in Q1 2021 and has held it in 11 quarters since.
F/M Investments's Eaton position peaked at $17.3M in Q4 2025.
2,655 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.