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Koss-Olinger Consulting’s Eaton ETN Stock Holding History

Koss-Olinger Consulting’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
Q2 		– Sell
-1,231
Closed -$335K – 322
2025
Q1 		$335K Buy
+1,231
New +$383K 0.03% 247
2024
Q4 		– Sell
-1,597
Closed -$529K – 220
2024
Q3 		$529K Buy
1,597
+3
+0.2% +$917 0.05% 149
2024
Q2 		$500K Sell
1,594
-14,298
-90% -$4.62M 0.05% 144
2024
Q1 		$4.97M Buy
15,892
+13,985
+733% +$3.82M 2.69% 24
2023
Q4 		$459K Sell
1,907
-104
-5% -$23K 0.05% 161
2023
Q3 		$429K Sell
2,011
-397
-16% -$85.6K 0.06% 141
2023
Q2 		$484K Hold
2,408
– – 0.06% 139
2023
Q1 		$413K Buy
2,408
+400
+20% +$66.6K 0.05% 148
2022
Q4 		$315K Hold
2,008
– – 0.05% 158
2022
Q3 		$268K Hold
2,008
– – 0.05% 173
2022
Q2 		$253K Buy
+2,008
New +$281K 0.05% 144

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Koss-Olinger Consulting's ETN Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of Eaton (ETN) in Q2 2025, closing a stake of 1,231 shares — an estimated $335K sold.

Koss-Olinger Consulting first reported a position in ETN in Q2 2022 and held it in 11 quarters. The position peaked at $4.97M in Q1 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Koss-Olinger Consulting reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,231 Eaton shares in Q2 2025, an estimated $335K.
  • Koss-Olinger Consulting first reported a position in Eaton in Q2 2022 and held it in 11 quarters.
  • Koss-Olinger Consulting's Eaton position peaked at $4.97M in Q1 2024.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.