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Legacy Investment Solutions’s Eaton ETN Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$88.9K Buy
+249
New +$76.7K 0.05% 116
2024
Q4 		$82.6K Hold
264
– – 0.05% 98
2024
Q3 		$97.6K Buy
+264
New +$80.7K 0.06% 87

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Bank of America
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legacy Investment Solutions's ETN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Eaton (ETN) in Q2 2025: 249 shares worth $88.9K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ETN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ETN in Q3 2024 and has held it in 3 quarters since. The position peaked at $97.6K in Q3 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Legacy Investment Solutions held 249 shares of Eaton worth $88.9K as of Q2 2025.
  • Eaton was a new Legacy Investment Solutions position in Q2 2025.
  • Eaton made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #116 holding.
  • Legacy Investment Solutions first reported a position in Eaton in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Eaton position peaked at $97.6K in Q3 2024.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.