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Oak Barrel Wealth Advisory’s Eaton ETN Stock Holding History

Oak Barrel Wealth Advisory’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 		$291K Buy
+683
New +$275K 0.13% 69
2025
Q4 		$204K Buy
+641
New +$227K 0.12% 79

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

Oak Barrel Wealth Advisory's ETN Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Eaton (ETN) in Q2 2026: 683 shares worth $291K. The stake represents 0.13% of the portfolio and ranks #69 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in ETN as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Oak Barrel Wealth Advisory held 683 shares of Eaton worth $291K as of Q2 2026.
  • Eaton was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Eaton made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #69 holding.
  • Oak Barrel Wealth Advisory first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.