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Legacy Private Trust’s Eaton ETN Stock Holding History

Legacy Private Trust’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 		$2.19M Buy
5,130
+1,641
+47% +$662K 0.12% 120
2026
Q1 		$1.25M Buy
+3,489
New +$1.24M 0.08% 151
2014
Q4 		– Sell
-3,570
Closed -$226K – 260
2014
Q3 		$226K Sell
3,570
-582
-14% -$41.3K 0.03% 237
2014
Q2 		$320K Hold
4,152
– – 0.05% 208
2014
Q1 		$312K Hold
4,152
– – 0.05% 171
2013
Q4 		$316K Hold
4,152
– – 0.06% 168
2013
Q3 		$286K Hold
4,152
– – 0.06% 159
2013
Q2 		$273K Buy
+4,152
New +$262K 0.06% 156

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 Private Trust's ETN Position: Q2 2026 in Review

Legacy Private Trust increased its Eaton (ETN) stake by 47% in Q2 2026, buying an estimated $662K and bringing the position to 5,130 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #120.

Legacy Private Trust first reported a position in ETN in Q2 2013 and has held it in 8 quarters since. 2,667 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Private Trust held 5,130 shares of Eaton worth $2.19M as of Q2 2026.
  • Legacy Private Trust bought 1,641 Eaton shares in Q2 2026, an estimated $662K.
  • Eaton made up 0.12% of Legacy Private Trust's portfolio in Q2 2026, its #120 holding.
  • Legacy Private Trust first reported a position in Eaton in Q2 2013 and has held it in 8 quarters since.
  • 2,667 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.