McLean Asset Management’s Eaton ETN Stock Holding History

McLean Asset 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 Q1	$280K	Buy	784 +15	+2%	+$5.34K	0.05%	136
2025 Q4	$255K	Sell	769 -10	-1%	-$3.54K	0.05%	149
2025 Q3	$296K	Buy	779 +12	+2%	+$4.37K	0.06%	133
2025 Q2	$275K	Buy	+767	New	+$236K	0.07%	136
2025 Q1	–	Sell	-734	Closed	-$244K	–	153
2024 Q4	$244K	Buy	734 +16	+2%	+$5.62K	0.07%	136
2024 Q3	$239K	Sell	718 -3	-0.4%	-$917	0.07%	140
2024 Q2	$236K	Buy	721 +19	+3%	+$6.13K	0.08%	139
2024 Q1	$220K	Buy	+702	New	+$192K	0.08%	145

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McLean Asset Management's ETN Position: Q1 2026 in Review

McLean Asset Management increased its Eaton (ETN) stake by 2% in Q1 2026, buying an estimated $5.34K and bringing the position to 784 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #136.

McLean Asset Management first reported a position in ETN in Q1 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

McLean Asset Management held 784 shares of Eaton worth $280K as of Q1 2026.
McLean Asset Management bought 15 Eaton shares in Q1 2026, an estimated $5.34K.
Eaton made up 0.05% of McLean Asset Management's portfolio in Q1 2026, its #136 holding.
McLean Asset Management first reported a position in Eaton in Q1 2024 and has held it in 8 quarters since.
McLean Asset Management's Eaton position peaked at $296K in Q3 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.