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McAdam LLC’s Eaton ETN Stock Holding History

McAdam LLC’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 		$477K Buy
1,334
+129
+11% +$45.9K 0.02% 251
2025
Q4 		$384K Buy
1,205
+15
+1% +$5.32K 0.02% 285
2025
Q3 		$445K Buy
1,190
+267
+29% +$97.1K 0.02% 228
2025
Q2 		$330K Buy
923
+32
+4% +$9.86K 0.02% 271
2025
Q1 		$242K Buy
891
+9
+1% +$2.8K 0.02% 292
2024
Q4 		$293K Buy
+882
New +$310K 0.02% 281
2018
Q4 		– Sell
-10
Closed -$1K – 211
2018
Q3 		$1K Hold
10
– – ﹤0.01% 570
2018
Q2 		$1K Hold
10
– – ﹤0.01% 544
2018
Q1 		$1K Buy
+10
New +$821 ﹤0.01% 626

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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

McAdam LLC's ETN Position: Q1 2026 in Review

McAdam LLC increased its Eaton (ETN) stake by 11% in Q1 2026, buying an estimated $45.9K and bringing the position to 1,334 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #251.

McAdam LLC first reported a position in ETN in Q1 2018 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • McAdam LLC held 1,334 shares of Eaton worth $477K as of Q1 2026.
  • McAdam LLC bought 129 Eaton shares in Q1 2026, an estimated $45.9K.
  • Eaton made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #251 holding.
  • McAdam LLC first reported a position in Eaton in Q1 2018 and has held it in 9 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.