Lyell Wealth Management
ETN icon

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
Q3 		$615K Buy
1,431
+35
+3% +$14.6K 0.04% 156
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lyell Wealth Management's ETN Position: Q3 2026 in Review

Lyell Wealth Management increased its Eaton (ETN) stake by 2.5% in Q3 2026, buying an estimated $14.6K and bringing the position to 1,431 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #156.

Lyell Wealth Management first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. 1,781 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Lyell Wealth Management held 1,431 shares of Eaton worth $615K as of Q3 2026.
  • Lyell Wealth Management bought 35 Eaton shares in Q3 2026, an estimated $14.6K.
  • Eaton made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Lyell Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.