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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
2024
Q4 		– Sell
-1,300
Closed -$431K – 176
2024
Q3 		$431K Buy
+1,300
New +$397K 0.11% 80
2024
Q2 		– Sell
-1,300
Closed -$406K – 149
2024
Q1 		$406K Buy
+1,300
New +$355K 0.13% 76

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
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.