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LeClair Wealth Partners’s Eaton ETN Stock Holding History

LeClair Wealth 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
Q2 		$794K Sell
1,862
-2,229
-54% -$899K 0.41% 53
2026
Q1 		$1.46M Buy
4,091
+2,267
+124% +$807K 0.51% 28
2025
Q4 		$581K Hold
1,824
– – 0.34% 52
2025
Q3 		$683K Buy
1,824
+380
+26% +$138K 0.43% 42
2025
Q2 		$515K Hold
1,444
– – 0.35% 52
2025
Q1 		$393K Hold
1,444
– – 0.28% 63
2024
Q4 		$479K Buy
+1,444
New +$507K 0.32% 60

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

LeClair Wealth Partners's ETN Position: Q2 2026 in Review

LeClair Wealth Partners reduced its Eaton (ETN) stake by 54% in Q2 2026, selling an estimated $899K and leaving 1,862 shares worth $794K. The position accounts for 0.41% of the portfolio, ranked #53.

LeClair Wealth Partners first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LeClair Wealth Partners held 1,862 shares of Eaton worth $794K as of Q2 2026.
  • LeClair Wealth Partners sold 2,229 Eaton shares in Q2 2026, an estimated $899K.
  • Eaton made up 0.41% of LeClair Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • LeClair Wealth Partners first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • LeClair Wealth Partners's Eaton position peaked at $1.46M in Q1 2026.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.