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Leeward Financial Partners’s Eaton ETN Stock Holding History

Leeward Financial 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 		$423K Hold
992
– – 0.11% 77
2026
Q1 		$355K Sell
992
-37
-4% -$13.2K 0.11% 76
2025
Q4 		$328K Sell
1,029
-1,893
-65% -$671K 0.09% 79
2025
Q3 		$1.09M Sell
2,922
-573
-16% -$208K 0.31% 54
2025
Q2 		$1.25M Sell
3,495
-5,219
-60% -$1.61M 0.4% 50
2025
Q1 		$2.37M Sell
8,714
-9,720
-53% -$3.03M 0.88% 37
2024
Q4 		$6.12M Sell
18,434
-2,332
-11% -$818K 2.18% 13
2024
Q3 		$6.88M Buy
20,766
+777
+4% +$237K 2.6% 11
2024
Q2 		$6.27M Buy
19,989
+1,594
+9% +$515K 2.54% 10
2024
Q1 		$5.75M Buy
18,395
+1,011
+6% +$276K 2.43% 11
2023
Q4 		$4.19M Sell
17,384
-92
-0.5% -$20.3K 2.02% 15
2023
Q3 		$3.73M Buy
17,476
+463
+3% +$99.8K 2.06% 13
2023
Q2 		$3.42M Sell
17,013
-220
-1% -$38.7K 1.97% 13
2023
Q1 		$2.95M Buy
17,233
+594
+4% +$98.9K 1.81% 20
2022
Q4 		$2.61M Sell
16,639
-468
-3% -$71.7K 1.8% 20
2022
Q3 		$2.28M Buy
17,107
+1
+0% +$140 1.64% 23
2022
Q2 		$2.15M Buy
17,106
+1,178
+7% +$165K 1.48% 27
2022
Q1 		$2.42M Buy
15,928
+711
+5% +$111K 1.49% 28
2021
Q4 		$2.63M Buy
+15,217
New +$2.52M 1.64% 24

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

Leeward Financial Partners's ETN Position: Q2 2026 in Review

Leeward Financial Partners held its Eaton (ETN) position steady in Q2 2026 at 992 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #77.

Leeward Financial Partners first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.88M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Leeward Financial Partners held 992 shares of Eaton worth $423K as of Q2 2026.
  • Leeward Financial Partners left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.11% of Leeward Financial Partners's portfolio in Q2 2026, its #77 holding.
  • Leeward Financial Partners first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Eaton position peaked at $6.88M in Q3 2024.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.