Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton ETN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.13M	Buy	2,642 +2,090	+379%	+$843K	0.01%	167
2026 Q1	$222K	Buy	552 +12	+2%	+$4.27K	﹤0.01%	306
2025 Q4	$184K	Hold	540	–	–	﹤0.01%	317
2025 Q3	$201K	Hold	540	–	–	﹤0.01%	314
2025 Q2	$193K	Sell	540 -23	-4%	-$7.08K	﹤0.01%	283
2025 Q1	$155K	Hold	563	–	–	﹤0.01%	291
2024 Q4	$175K	Sell	563 -26	-4%	-$9.13K	﹤0.01%	296
2024 Q3	$203K	Buy	589 +161	+38%	+$49.2K	﹤0.01%	280
2024 Q2	$142K	Sell	428 -31	-7%	-$10K	﹤0.01%	304
2024 Q1	$141K	Buy	459 +31	+7%	+$8.48K	﹤0.01%	303
2023 Q4	$105K	Sell	428 -279	-39%	-$61.6K	﹤0.01%	343
2023 Q3	$153K	Buy	707 +687	+3,435%	+$148K	﹤0.01%	310
2023 Q2	$4.02K	Buy	20 +7	+54%	+$1.23K	﹤0.01%	583
2023 Q1	$2.23K	Hold	13	–	–	﹤0.01%	570
2022 Q4	$2.04K	Sell	13 -8	-38%	-$1.23K	﹤0.01%	552
2022 Q3	$3K	Hold	21	–	–	﹤0.01%	570
2022 Q2	$3K	Buy	+21	New	+$2.94K	﹤0.01%	594
2022 Q1	–	Sell	-46	Closed	-$8K	–	660
2021 Q4	$8K	Hold	46	–	–	﹤0.01%	627
2021 Q3	$7K	Sell	46 -47	-51%	-$7.51K	﹤0.01%	635
2021 Q2	$14K	Buy	+93	New	+$13.4K	﹤0.01%	570
2021 Q1	–	Sell	-391	Closed	-$47K	–	438
2020 Q4	$47K	Buy	391 +344	+732%	+$38.9K	﹤0.01%	435
2020 Q3	$5K	Hold	47	–	–	﹤0.01%	545
2020 Q2	$4K	Buy	47 +28	+147%	+$2.31K	﹤0.01%	543
2020 Q1	$1K	Sell	19 -1,081	-98%	-$99.1K	﹤0.01%	632
2019 Q4	$104K	Sell	1,100 -310	-22%	-$27.5K	﹤0.01%	340
2019 Q3	$117K	Sell	1,410 -250	-15%	-$20.3K	﹤0.01%	319
2019 Q2	$138K	Sell	1,660 -145	-8%	-$11.7K	﹤0.01%	299
2019 Q1	$145K	Sell	1,805 -449	-20%	-$34.2K	﹤0.01%	286
2018 Q4	$155K	Buy	2,254 +249	+12%	+$18.6K	﹤0.01%	276
2018 Q3	$174K	Hold	2,005	–	–	﹤0.01%	279
2018 Q2	$150K	Sell	2,005 -450	-18%	-$34.8K	﹤0.01%	300
2018 Q1	$196K	Sell	2,455 -300	-11%	-$24.6K	﹤0.01%	277
2017 Q4	$218K	Sell	2,755 -400	-13%	-$31.1K	﹤0.01%	272
2017 Q3	$242K	Hold	3,155	–	–	﹤0.01%	258
2017 Q2	$247K	Buy	3,155 +145	+5%	+$11.1K	﹤0.01%	252
2017 Q1	$223K	Sell	3,010 -1,400	-32%	-$99.4K	﹤0.01%	265
2016 Q4	$296K	Sell	4,410 -500	-10%	-$32.8K	0.01%	229
2016 Q3	$323K	Buy	4,910 +4,460	+991%	+$288K	0.01%	223
2016 Q2	$27K	Hold	450	–	–	﹤0.01%	457
2016 Q1	$28K	Sell	450 -6,000	-93%	-$331K	﹤0.01%	454
2015 Q4	$336K	Buy	6,450 +5,381	+503%	+$291K	0.01%	225
2015 Q3	$72K	Hold	1,069	–	–	﹤0.01%	386
2015 Q2	$72K	Hold	1,069	–	–	﹤0.01%	386
2015 Q1	$73K	Hold	1,069	–	–	﹤0.01%	394
2014 Q4	$73K	Hold	1,069	–	–	﹤0.01%	384
2014 Q3	$68K	Hold	1,069	–	–	﹤0.01%	375
2014 Q2	$83K	Buy	1,069 +541	+102%	+$40.1K	﹤0.01%	380
2014 Q1	$40K	Hold	528	–	–	﹤0.01%	428
2013 Q4	$40K	Buy	528 +78	+17%	+$5.55K	﹤0.01%	407
2013 Q3	$31K	Hold	450	–	–	﹤0.01%	405
2013 Q2	$30K	Buy	+450	New	+$28.4K	﹤0.01%	441

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ETN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Eaton (ETN) stake by 379% in Q2 2026, buying an estimated $843K and bringing the position to 2,642 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #167.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ETN in Q2 2013 and has held it in 51 quarters since. 1,730 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,642 shares of Eaton worth $1.13M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 2,090 Eaton shares in Q2 2026, an estimated $843K.
Eaton made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #167 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton in Q2 2013 and has held it in 51 quarters since.
1,730 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.