Kovitz Investment Group Partners
ETN icon

Kovitz Investment Group Partners’s Eaton ETN Stock Holding History

Kovitz Investment Group Partners’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 		$5.8M Sell
16,225
-40
-0.2% -$14.2K 0.13% 124
2025
Q4 		$5.18M Sell
16,265
-46,314
-74% -$16.4M 0.11% 141
2025
Q3 		$23.4M Buy
62,579
+481
+0.8% +$175K 0.09% 198
2025
Q2 		$22.2M Buy
62,098
+1,630
+3% +$502K 0.09% 185
2025
Q1 		$16.4M Sell
60,468
-1,582
-3% -$493K 0.08% 199
2024
Q4 		$20.6M Buy
62,050
+17,491
+39% +$6.14M 0.1% 169
2024
Q3 		$12.4M Buy
44,559
+6,913
+18% +$2.11M 0.09% 193
2024
Q2 		$11.8M Buy
37,646
+608
+2% +$196K 0.1% 147
2024
Q1 		$11.6M Sell
37,038
-3,262
-8% -$892K 0.15% 94
2023
Q4 		$9.71M Sell
40,300
-1,370
-3% -$302K 0.16% 72
2023
Q3 		$8.89M Sell
41,670
-21,493
-34% -$4.63M 0.16% 77
2023
Q2 		$12.7M Sell
63,163
-928
-1% -$163K 0.19% 57
2023
Q1 		$11M Buy
64,091
+157
+0.2% +$26.1K 0.19% 65
2022
Q4 		$10M Sell
63,934
-574
-0.9% -$88K 0.2% 73
2022
Q3 		$8.6M Buy
64,508
+95
+0.1% +$13.3K 0.2% 77
2022
Q2 		$8.12M Sell
64,413
-125
-0.2% -$17.5K 0.18% 86
2022
Q1 		$9.79M Sell
64,538
-19,968
-24% -$3.13M 0.19% 79
2021
Q4 		$10.2M Buy
84,506
+21,883
+35% +$3.63M 0.24% 65
2021
Q3 		$9.35M Sell
62,623
-6,895
-10% -$1.1M 0.19% 78
2021
Q2 		$10.3M Sell
69,518
-521
-0.7% -$75.1K 0.2% 70
2021
Q1 		$9.69M Sell
70,039
-14,466
-17% -$1.86M 0.23% 72
2020
Q4 		$10.2M Sell
84,505
-4,936
-6% -$558K 0.25% 63
2020
Q3 		$9.13M Sell
89,441
-1,533
-2% -$150K 0.26% 64
2020
Q2 		$7.96M Sell
90,974
-4,064
-4% -$335K 0.25% 66
2020
Q1 		$7.38M Sell
95,038
-11,800
-11% -$1.08M 0.27% 61
2019
Q4 		$10.1M Sell
106,838
-1,487
-1% -$132K 0.29% 55
2019
Q3 		$9.01M Sell
108,325
-1,375
-1% -$111K 0.29% 62
2019
Q2 		$9.14M Sell
109,700
-3,757
-3% -$304K 0.29% 55
2019
Q1 		$9.14M Buy
113,457
+693
+0.6% +$52.8K 0.29% 54
2018
Q4 		$7.74M Buy
+112,764
New +$8.43M 0.31% 54

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

Kovitz Investment Group Partners's ETN Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Eaton (ETN) stake by 0.25% in Q1 2026, selling an estimated $14.2K and leaving 16,225 shares worth $5.8M. The position accounts for 0.13% of the portfolio, ranked #124.

Kovitz Investment Group Partners first reported a position in ETN in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.4M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Kovitz Investment Group Partners held 16,225 shares of Eaton worth $5.8M as of Q1 2026.
  • Kovitz Investment Group Partners sold 40 Eaton shares in Q1 2026, an estimated $14.2K.
  • Eaton made up 0.13% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #124 holding.
  • Kovitz Investment Group Partners first reported a position in Eaton in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Eaton position peaked at $23.4M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.