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Limestone Investment Advisors’s Eaton ETN Stock Holding History

Limestone Investment 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
Q1 		– Sell
-1,600
Closed -$510K – 460
2025
Q4 		$510K Sell
1,600
-3,400
-68% -$1.2M 0.05% 235
2025
Q3 		$1.87M Buy
+5,000
New +$1.82M 0.15% 122

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Limestone Investment Advisors's ETN Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Eaton (ETN) in Q1 2026: 370 shares worth $132K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Limestone Investment Advisors previously reported a position in ETN as recently as Q3 2025.

Limestone Investment Advisors first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Limestone Investment Advisors held 370 shares of Eaton worth $132K as of Q1 2026.
  • Eaton was a new Limestone Investment Advisors position in Q1 2026.
  • Eaton made up 0.01% of Limestone Investment Advisors's portfolio in Q1 2026, its #325 holding.
  • Limestone Investment Advisors first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.