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Harvest Investment Advisors’s Eaton ETN Stock Holding History

Harvest 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
2025
Q4 		$324K Buy
+1,018
New +$361K 0.18% 56
2025
Q2 		$353K Buy
+988
New +$304K 0.23% 56

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harvest Investment Advisors's ETN Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Eaton (ETN) in Q4 2025: 1,018 shares worth $324K. The stake represents 0.18% of the portfolio and ranks #56 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in ETN as recently as Q2 2025.

Harvest Investment Advisors first reported a position in ETN in Q2 2025 and has held it in 2 quarters since. The position peaked at $353K in Q2 2025. 2,458 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Harvest Investment Advisors held 1,018 shares of Eaton worth $324K as of Q4 2025.
  • Eaton was a new Harvest Investment Advisors position in Q4 2025.
  • Eaton made up 0.18% of Harvest Investment Advisors's portfolio in Q4 2025, its #56 holding.
  • Harvest Investment Advisors first reported a position in Eaton in Q2 2025 and has held it in 2 quarters since.
  • Harvest Investment Advisors's Eaton position peaked at $353K in Q2 2025.
  • 2,458 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.