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Panoramic Investment Advisors’s Eaton ETN Stock Holding History

Panoramic Investment 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 		$392K Sell
919
-70
-7% -$28.2K 0.19% 88
2026
Q1 		$354K Hold
989
– – 0.19% 88
2025
Q4 		$315K Hold
989
– – 0.17% 91
2025
Q3 		$370K Sell
989
-40
-4% -$14.5K 0.21% 78
2025
Q2 		$367K Hold
1,029
– – 0.23% 77
2025
Q1 		$280K Hold
1,029
– – 0.19% 90
2024
Q4 		$341K Buy
1,029
+95
+10% +$33.3K 0.22% 80
2024
Q3 		$310K Buy
+934
New +$285K 0.21% 89
2024
Q1 		$292K Buy
934
+13
+1% +$3.55K 0.22% 84
2023
Q4 		$222K Buy
+921
New +$203K 0.19% 98

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

Panoramic Investment Advisors's ETN Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Eaton (ETN) stake by 7.1% in Q2 2026, selling an estimated $28.2K and leaving 919 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #88.

Panoramic Investment Advisors first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Panoramic Investment Advisors held 919 shares of Eaton worth $392K as of Q2 2026.
  • Panoramic Investment Advisors sold 70 Eaton shares in Q2 2026, an estimated $28.2K.
  • Eaton made up 0.19% of Panoramic Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Panoramic Investment Advisors first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.