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Oak Harvest Investment Services’s Eaton ETN Stock Holding History

Oak Harvest Investment Services’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 		$20.8M Buy
48,786
+16,542
+51% +$6.67M 1.94% 10
2026
Q1 		$11.5M Buy
32,244
+4,929
+18% +$1.75M 1.2% 24
2025
Q4 		$8.7M Sell
27,315
-1,037
-4% -$368K 0.95% 32
2025
Q3 		$10.6M Buy
28,352
+14,743
+108% +$5.36M 1.24% 22
2025
Q2 		$4.86M Buy
13,609
+10,109
+289% +$3.11M 0.61% 53
2025
Q1 		$951K Sell
3,500
-12,185
-78% -$3.79M 0.13% 97
2024
Q4 		$5.21M Buy
+15,685
New +$5.5M 0.73% 51

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Oak Harvest Investment Services's ETN Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Eaton (ETN) stake by 51% in Q2 2026, buying an estimated $6.67M and bringing the position to 48,786 shares worth $20.8M. The position accounts for 1.94% of the portfolio, ranked #10.

Oak Harvest Investment Services first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Oak Harvest Investment Services held 48,786 shares of Eaton worth $20.8M as of Q2 2026.
  • Oak Harvest Investment Services bought 16,542 Eaton shares in Q2 2026, an estimated $6.67M.
  • Eaton made up 1.94% of Oak Harvest Investment Services's portfolio in Q2 2026, its #10 holding.
  • Oak Harvest Investment Services first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.