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Lakeridge Wealth Management’s Eaton ETN Stock Holding History

Lakeridge Wealth Management’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 		$412K Buy
966
+13
+1% +$5.24K 0.15% 119
2026
Q1 		$341K Buy
953
+8
+0.8% +$2.85K 0.15% 123
2025
Q4 		$301K Buy
945
+23
+2% +$8.15K 0.14% 127
2025
Q3 		$345K Sell
922
-215
-19% -$78.2K 0.15% 112
2025
Q2 		$406K Sell
1,137
-40
-3% -$12.3K 0.19% 95
2025
Q1 		$320K Buy
1,177
+2
+0.2% +$623 0.16% 113
2024
Q4 		$390K Buy
1,175
+11
+0.9% +$3.86K 0.2% 91
2024
Q3 		$386K Buy
1,164
+260
+29% +$79.4K 0.21% 92
2024
Q2 		$284K Buy
904
+12
+1% +$3.87K 0.17% 113
2024
Q1 		$279K Buy
892
+3
+0.3% +$820 0.18% 102
2023
Q4 		$214K Buy
+889
New +$196K 0.15% 121

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

Lakeridge Wealth Management's ETN Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Eaton (ETN) stake by 1.4% in Q2 2026, buying an estimated $5.24K and bringing the position to 966 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #119.

Lakeridge Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Lakeridge Wealth Management held 966 shares of Eaton worth $412K as of Q2 2026.
  • Lakeridge Wealth Management bought 13 Eaton shares in Q2 2026, an estimated $5.24K.
  • Eaton made up 0.15% of Lakeridge Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Lakeridge Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.