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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Klingman & Associates's ETN Position: Q1 2026 in Review

Klingman & Associates opened a new position in Eaton (ETN) in Q1 2026: 663 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in ETN as recently as Q3 2025.

Klingman & Associates first reported a position in ETN in Q2 2025 and has held it in 3 quarters since. The position peaked at $284K in Q2 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Klingman & Associates held 663 shares of Eaton worth $237K as of Q1 2026.
  • Eaton was a new Klingman & Associates position in Q1 2026.
  • Eaton made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #297 holding.
  • Klingman & Associates first reported a position in Eaton in Q2 2025 and has held it in 3 quarters since.
  • Klingman & Associates's Eaton position peaked at $284K in Q2 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.