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Legacy Financial Advisors’s Eaton ETN Stock Holding History

Legacy Financial 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 		$1.3M Buy
3,047
+447
+17% +$180K 0.16% 109
2026
Q1 		$930K Sell
2,600
-70
-3% -$24.9K 0.13% 140
2025
Q4 		$851K Sell
2,670
-281
-10% -$99.6K 0.12% 144
2025
Q3 		$1.1M Sell
2,951
-100
-3% -$36.4K 0.15% 110
2025
Q2 		$1.09M Buy
3,051
+508
+20% +$156K 0.17% 100
2025
Q1 		$691K Buy
2,543
+30
+1% +$9.34K 0.12% 152
2024
Q4 		$834K Buy
2,513
+258
+11% +$90.5K 0.14% 120
2024
Q3 		$747K Sell
2,255
-217
-9% -$66.3K 0.13% 142
2024
Q2 		$775K Buy
2,472
+86
+4% +$27.8K 0.14% 120
2024
Q1 		$746K Buy
2,386
+96
+4% +$26.2K 0.13% 126
2023
Q4 		$552K Buy
2,290
+31
+1% +$6.84K 0.11% 152
2023
Q3 		$482K Buy
2,259
+114
+5% +$24.6K 0.1% 140
2023
Q2 		$431K Sell
2,145
-299
-12% -$52.6K 0.08% 157
2023
Q1 		$419K Sell
2,444
-42
-2% -$6.99K 0.09% 148
2022
Q4 		$390K Buy
+2,486
New +$381K 0.08% 139
2019
Q2 		– Sell
-486
Closed -$39K – 364
2019
Q1 		$39K Buy
486
+32
+7% +$2.44K 0.01% 314
2018
Q4 		$31K Buy
454
+159
+54% +$11.9K 0.01% 327
2018
Q3 		$25K Buy
295
+7
+2% +$573 0.01% 340
2018
Q2 		$22K Buy
288
+21
+8% +$1.62K 0.01% 360
2018
Q1 		$20K Buy
267
+15
+6% +$1.23K 0.01% 367
2017
Q4 		$19K Buy
+252
New +$19.6K 0.01% 368

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

Legacy Financial Advisors's ETN Position: Q2 2026 in Review

Legacy Financial Advisors increased its Eaton (ETN) stake by 17% in Q2 2026, buying an estimated $180K and bringing the position to 3,047 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #109.

Legacy Financial Advisors first reported a position in ETN in Q4 2017 and has held it in 21 quarters since. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Financial Advisors held 3,047 shares of Eaton worth $1.3M as of Q2 2026.
  • Legacy Financial Advisors bought 447 Eaton shares in Q2 2026, an estimated $180K.
  • Eaton made up 0.16% of Legacy Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Legacy Financial Advisors first reported a position in Eaton in Q4 2017 and has held it in 21 quarters since.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.