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Klingman & Associates’s Eaton ETN Stock Holding History

Klingman & Associates’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 		$305K Buy
715
+52
+8% +$21K 0.01% 264
2026
Q1 		$237K Buy
+663
New +$236K 0.01% 297
2025
Q4 		– Sell
-716
Closed -$268K – 333
2025
Q3 		$268K Sell
716
-80
-10% -$29.1K 0.01% 275
2025
Q2 		$284K Buy
+796
New +$245K 0.02% 254

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

Klingman & Associates's ETN Position: Q2 2026 in Review

Klingman & Associates increased its Eaton (ETN) stake by 7.8% in Q2 2026, buying an estimated $21K and bringing the position to 715 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #264.

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

  • Klingman & Associates held 715 shares of Eaton worth $305K as of Q2 2026.
  • Klingman & Associates bought 52 Eaton shares in Q2 2026, an estimated $21K.
  • Eaton made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #264 holding.
  • Klingman & Associates first reported a position in Eaton in Q2 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 Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.