Frank Rimerman Advisors’s Eaton ETN Stock Holding History

Frank Rimerman 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 Q1	$2.67M	Sell	7,456 -34	-0.5%	-$12.1K	0.17%	99
2025 Q4	$2.39M	Sell	7,490 -5	-0.1%	-$1.77K	0.15%	108
2025 Q3	$2.81M	Sell	7,495 -17	-0.2%	-$6.18K	0.18%	92
2025 Q2	$2.68M	Buy	7,512 +4,763	+173%	+$1.47M	0.18%	90
2025 Q1	$747K	Sell	2,749 -3,666	-57%	-$1.14M	0.06%	240
2024 Q4	$2.13M	Sell	6,415 -3,219	-33%	-$1.13M	0.15%	99
2024 Q3	$3.19M	Sell	9,634 -86	-0.9%	-$26.3K	0.23%	73
2024 Q2	$3.05M	Buy	9,720 +9,699	+46,186%	+$3.13M	0.22%	76
2024 Q1	$6.57K	Hold	21	–	–	﹤0.01%	195
2023 Q4	$5.06K	Buy	+21	New	+$4.63K	﹤0.01%	199

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Frank Rimerman Advisors's ETN Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Eaton (ETN) stake by 0.45% in Q1 2026, selling an estimated $12.1K and leaving 7,456 shares worth $2.67M. The position accounts for 0.17% of the portfolio, ranked #99.

Frank Rimerman Advisors first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.19M in Q3 2024. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Frank Rimerman Advisors held 7,456 shares of Eaton worth $2.67M as of Q1 2026.
Frank Rimerman Advisors sold 34 Eaton shares in Q1 2026, an estimated $12.1K.
Eaton made up 0.17% of Frank Rimerman Advisors's portfolio in Q1 2026, its #99 holding.
Frank Rimerman Advisors first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Eaton position peaked at $3.19M in Q3 2024.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.