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Lyell Wealth Management’s Eaton ETN Stock Holding History

Lyell Wealth Management’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 		$595K Buy
1,396
+25
+2% +$10.1K 0.04% 155
2026
Q1 		$490K Buy
1,371
+225
+20% +$80.1K 0.04% 150
2025
Q4 		$365K Buy
1,146
+149
+15% +$52.8K 0.03% 167
2025
Q3 		$373K Buy
997
+22
+2% +$8K 0.03% 164
2025
Q2 		$348K Buy
975
+30
+3% +$9.24K 0.03% 169
2025
Q1 		$257K Sell
945
-162
-15% -$50.4K 0.02% 181
2024
Q4 		$367K Hold
1,107
– – 0.03% 158
2024
Q3 		$367K Hold
1,107
– – 0.03% 165
2024
Q2 		$347K Buy
1,107
+70
+7% +$22.6K 0.03% 156
2024
Q1 		$324K Sell
1,037
-30
-3% -$8.2K 0.03% 166
2023
Q4 		$257K Buy
+1,067
New +$236K 0.03% 171

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

Lyell Wealth Management's ETN Position: Q2 2026 in Review

Lyell Wealth Management increased its Eaton (ETN) stake by 1.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,396 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #155.

Lyell Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Lyell Wealth Management held 1,396 shares of Eaton worth $595K as of Q2 2026.
  • Lyell Wealth Management bought 25 Eaton shares in Q2 2026, an estimated $10.1K.
  • Eaton made up 0.04% of Lyell Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Lyell Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.