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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
Q2 		$357K Buy
860
+76
+10% +$30.6K 0.05% 129
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
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

McLean Asset Management's ETN Position: Q2 2026 in Review

McLean Asset Management increased its Eaton (ETN) stake by 9.7% in Q2 2026, buying an estimated $30.6K and bringing the position to 860 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #129.

McLean Asset Management first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • McLean Asset Management held 860 shares of Eaton worth $357K as of Q2 2026.
  • McLean Asset Management bought 76 Eaton shares in Q2 2026, an estimated $30.6K.
  • Eaton made up 0.05% of McLean Asset Management's portfolio in Q2 2026, its #129 holding.
  • McLean Asset Management first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.