Oak Hill Wealth Advisors’s Eaton ETN Stock Holding History

Oak Hill Wealth 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
2025 Q3	$492K	Buy	1,315 +15	+1%	+$5.46K	0.09%	99
2025 Q2	$464K	Hold	1,300	–	–	0.1%	98
2025 Q1	$353K	Hold	1,300	–	–	0.08%	102
2024 Q4	$431K	Buy	+1,300	New	+$456K	0.1%	91
2024 Q3	–	Sell	-1,300	Closed	-$397K	–	154
2024 Q2	$408K	Buy	+1,300	New	+$420K	0.12%	75
2024 Q1	–	Sell	-1,300	Closed	-$355K	–	142
2023 Q4	$313K	Hold	1,300	–	–	0.11%	81
2023 Q3	$277K	Hold	1,300	–	–	0.11%	83
2023 Q2	$261K	Hold	1,300	–	–	0.1%	91
2023 Q1	$223K	Hold	1,300	–	–	0.09%	99
2022 Q4	$204K	Buy	+1,300	New	+$199K	0.08%	103

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oak Hill Wealth Advisors's ETN Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Eaton (ETN) stake by 1.2% in Q3 2025, buying an estimated $5.46K and bringing the position to 1,315 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #99.

Oak Hill Wealth Advisors first reported a position in ETN in Q4 2022 and has held it in 10 quarters since. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

Oak Hill Wealth Advisors held 1,315 shares of Eaton worth $492K as of Q3 2025.
Oak Hill Wealth Advisors bought 15 Eaton shares in Q3 2025, an estimated $5.46K.
Eaton made up 0.09% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #99 holding.
Oak Hill Wealth Advisors first reported a position in Eaton in Q4 2022 and has held it in 10 quarters since.
2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.