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Legacy Advisors’s Eaton ETN Stock Holding History

Legacy Advisors’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 		$482K Sell
1,132
-427
-27% -$172K 0.05% 190
2026
Q1 		$558K Buy
1,559
+3
+0.2% +$1.07K 0.07% 150
2025
Q4 		$496K Buy
1,556
+150
+11% +$53.2K 0.05% 166
2025
Q3 		$526K Buy
+1,406
New +$511K 0.07% 145
2025
Q2 		– Sell
-2,530
Closed -$688K – 144
2025
Q1 		$688K Buy
2,530
+154
+6% +$48K 0.07% 215
2024
Q4 		$789K Sell
2,376
-308
-11% -$108K 0.08% 195
2024
Q3 		$890K Buy
2,684
+497
+23% +$152K 0.1% 171
2024
Q2 		$686K Buy
2,187
+761
+53% +$246K 0.08% 177
2024
Q1 		$447K Buy
1,426
+56
+4% +$15.3K 0.06% 215
2023
Q4 		$330K Buy
1,370
+95
+7% +$21K 0.04% 229
2023
Q3 		$272K Buy
1,275
+17
+1% +$3.67K 0.04% 242
2023
Q2 		$253K Buy
1,258
+35
+3% +$6.16K 0.04% 237
2023
Q1 		$210K Buy
+1,223
New +$204K 0.04% 230
2020
Q2 		– Sell
-7,012
Closed -$545K – 105
2020
Q1 		$545K Sell
7,012
-103
-1% -$9.44K 0.55% 49
2019
Q4 		$674K Buy
7,115
+103
+1% +$9.14K 0.43% 54
2019
Q3 		$583K Hold
7,012
– – 0.44% 53
2019
Q2 		$584K Sell
7,012
-8,512
-55% -$689K 0.39% 49
2019
Q1 		$1.25M Buy
15,524
+7,762
+100% +$592K 0.41% 55
2018
Q4 		$533K Buy
7,762
+682
+10% +$51K 0.4% 60
2018
Q3 		$614K Buy
7,080
+6,080
+608% +$497K 0.3% 83
2018
Q2 		$75K Buy
+1,000
New +$77.3K 0.06% 150
2018
Q1 		– Sell
-88
Closed -$6K – 401
2017
Q4 		$6K Buy
+88
New +$6.84K 0.01% 292

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Legacy Advisors's ETN Position: Q2 2026 in Review

Legacy Advisors reduced its Eaton (ETN) stake by 27% in Q2 2026, selling an estimated $172K and leaving 1,132 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #190.

Legacy Advisors first reported a position in ETN in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.25M in Q1 2019. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Advisors held 1,132 shares of Eaton worth $482K as of Q2 2026.
  • Legacy Advisors sold 427 Eaton shares in Q2 2026, an estimated $172K.
  • Eaton made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #190 holding.
  • Legacy Advisors first reported a position in Eaton in Q4 2017 and has held it in 22 quarters since.
  • Legacy Advisors's Eaton position peaked at $1.25M in Q1 2019.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.