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Foundations Investment Advisors’s Eaton ETN Stock Holding History

Foundations Investment Advisors’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 		$2.25M Buy
5,270
+974
+23% +$393K 0.02% 379
2026
Q1 		$1.54M Buy
4,296
+676
+19% +$241K 0.02% 425
2025
Q4 		$1.15M Sell
3,620
-185
-5% -$65.6K 0.02% 475
2025
Q3 		$1.42M Buy
3,805
+245
+7% +$89.1K 0.02% 384
2025
Q2 		$1.27M Buy
3,560
+100
+3% +$30.8K 0.02% 377
2025
Q1 		$940K Sell
3,460
-303
-8% -$94.3K 0.02% 417
2024
Q4 		$1.25M Buy
3,763
+1,933
+106% +$678K 0.02% 362
2024
Q3 		$607K Buy
1,830
+271
+17% +$82.8K 0.01% 475
2024
Q2 		$489K Buy
1,559
+61
+4% +$19.7K 0.01% 501
2024
Q1 		$468K Sell
1,498
-42
-3% -$11.5K 0.01% 479
2023
Q4 		$407K Buy
+1,540
New +$340K 0.01% 483

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

Foundations Investment Advisors's ETN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Eaton (ETN) stake by 23% in Q2 2026, buying an estimated $393K and bringing the position to 5,270 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #379.

Foundations Investment Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Foundations Investment Advisors held 5,270 shares of Eaton worth $2.25M as of Q2 2026.
  • Foundations Investment Advisors bought 974 Eaton shares in Q2 2026, an estimated $393K.
  • Eaton made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #379 holding.
  • Foundations Investment Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.