Northern Financial Advisors’s Eaton ETN Stock Holding History

Northern Financial 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	$1.49M	Hold	3,500	–	–	0.99%	28
2026 Q1	$1.25M	Buy	3,500 +1,265	+57%	+$450K	0.91%	32
2025 Q4	$712K	Sell	2,235 -1,290	-37%	-$457K	0.81%	37
2025 Q3	$1.32M	Buy	3,525 +6	+0.2%	+$2.18K	0.69%	42
2025 Q2	$1.26M	Hold	3,519	–	–	0.94%	35
2025 Q1	$957K	Sell	3,519 -16	-0.5%	-$4.98K	0.79%	45
2024 Q4	$1.17M	Sell	3,535 -918	-21%	-$322K	0.94%	37
2024 Q3	$1.48M	Hold	4,453	–	–	1.12%	31
2024 Q2	$1.4M	Sell	4,453 -10	-0.2%	-$3.23K	1.12%	27
2024 Q1	$1.4M	Sell	4,463 -75	-2%	-$20.5K	1.09%	28
2023 Q4	$1.09M	Sell	4,538 -26	-0.6%	-$5.74K	0.92%	35
2023 Q3	$973K	Sell	4,564 -127	-3%	-$27.4K	0.89%	36
2023 Q2	$943K	Sell	4,691 -175	-4%	-$30.8K	0.83%	37
2023 Q1	$834K	Sell	4,866 -269	-5%	-$44.8K	0.79%	42
2022 Q4	$806K	Buy	+5,135	New	+$787K	0.91%	41

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Financial Advisors's ETN Position: Q2 2026 in Review

Northern Financial Advisors held its Eaton (ETN) position steady in Q2 2026 at 3,500 shares worth $1.49M. The position accounts for 0.99% of the portfolio, ranked #28.

Northern Financial Advisors first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Northern Financial Advisors held 3,500 shares of Eaton worth $1.49M as of Q2 2026.
Northern Financial Advisors left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.99% of Northern Financial Advisors's portfolio in Q2 2026, its #28 holding.
Northern Financial Advisors first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.