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Live Oak Private Wealth’s Eaton ETN Stock Holding History

Live Oak Private Wealth’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 		$257K Buy
603
+19
+3% +$7.66K 0.03% 187
2026
Q1 		$209K Buy
+584
New +$208K 0.03% 192
2025
Q4 		– Sell
-616
Closed -$231K – 200
2025
Q3 		$231K Hold
616
– – 0.03% 178
2025
Q2 		$220K Buy
+616
New +$190K 0.03% 180
2025
Q1 		– Sell
-616
Closed -$204K – 190
2024
Q4 		$204K Hold
616
– – 0.03% 173
2024
Q3 		$204K Buy
+616
New +$188K 0.03% 169

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

Live Oak Private Wealth's ETN Position: Q2 2026 in Review

Live Oak Private Wealth increased its Eaton (ETN) stake by 3.3% in Q2 2026, buying an estimated $7.66K and bringing the position to 603 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #187.

Live Oak Private Wealth first reported a position in ETN in Q3 2024 and has held it in 6 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Live Oak Private Wealth held 603 shares of Eaton worth $257K as of Q2 2026.
  • Live Oak Private Wealth bought 19 Eaton shares in Q2 2026, an estimated $7.66K.
  • Eaton made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #187 holding.
  • Live Oak Private Wealth first reported a position in Eaton in Q3 2024 and has held it in 6 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.