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Financial Consulate’s Eaton ETN Stock Holding History

Financial Consulate’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 		$87.8K Buy
206
+1
+0.5% +$403 0.01% 255
2026
Q1 		$73.3K Hold
205
– – 0.01% 258
2025
Q4 		$65.3K Hold
205
– – 0.01% 288
2025
Q3 		$76.7K Buy
+205
New +$74.6K 0.01% 261

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 $3.37T AUM 44.26% 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

Financial Consulate's ETN Position: Q2 2026 in Review

Financial Consulate increased its Eaton (ETN) stake by 0.49% in Q2 2026, buying an estimated $403 and bringing the position to 206 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #255.

Financial Consulate first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Financial Consulate held 206 shares of Eaton worth $87.8K as of Q2 2026.
  • Financial Consulate bought 1 Eaton share in Q2 2026, an estimated $403.
  • Eaton made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #255 holding.
  • Financial Consulate first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.