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MSH Capital Advisors’s Eaton ETN Stock Holding History

MSH Capital Advisors’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 		$1.04M Sell
2,450
-18
-0.7% -$7.26K 0.18% 121
2026
Q1 		$883K Sell
2,468
-4
-0.2% -$1.42K 0.19% 120
2025
Q4 		$787K Buy
2,472
+66
+3% +$23.4K 0.17% 136
2025
Q3 		$900K Buy
2,406
+700
+41% +$255K 0.24% 106
2025
Q2 		$609K Sell
1,706
-225
-12% -$69.3K 0.18% 137
2025
Q1 		$525K Hold
1,931
– – 0.16% 144
2024
Q4 		$641K Sell
1,931
-145
-7% -$50.9K 0.2% 117
2024
Q3 		$688K Hold
2,076
– – 0.21% 113
2024
Q2 		$651K Sell
2,076
-233
-10% -$75.2K 0.22% 111
2024
Q1 		$722K Sell
2,309
-590
-20% -$161K 0.25% 101
2023
Q4 		$698K Buy
2,899
+682
+31% +$151K 0.26% 103
2023
Q3 		$473K Hold
2,217
– – 0.19% 128
2023
Q2 		$446K Hold
2,217
– – 0.16% 137
2023
Q1 		$380K Hold
2,217
– – 0.16% 138
2022
Q4 		$348K Hold
2,217
– – 0.16% 132
2022
Q3 		$296K Sell
2,217
-335
-13% -$46.9K 0.15% 141
2022
Q2 		$322K Hold
2,552
– – 0.15% 141
2022
Q1 		$387K Sell
2,552
-45
-2% -$7.04K 0.16% 133
2021
Q4 		$449K Buy
+2,597
New +$430K 0.2% 114

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

MSH Capital Advisors's ETN Position: Q2 2026 in Review

MSH Capital Advisors reduced its Eaton (ETN) stake by 0.73% in Q2 2026, selling an estimated $7.26K and leaving 2,450 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #121.

MSH Capital Advisors first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • MSH Capital Advisors held 2,450 shares of Eaton worth $1.04M as of Q2 2026.
  • MSH Capital Advisors sold 18 Eaton shares in Q2 2026, an estimated $7.26K.
  • Eaton made up 0.18% of MSH Capital Advisors's portfolio in Q2 2026, its #121 holding.
  • MSH Capital Advisors first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.