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Plancorp LLC’s Eaton ETN Stock Holding History

Plancorp LLC’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 		$650K Sell
1,613
-424
-21% -$171K 0.02% 217
2026
Q1 		$821K Buy
2,037
+172
+9% +$61.2K 0.02% 170
2025
Q4 		$594K Buy
1,865
+105
+6% +$37.2K 0.02% 205
2025
Q3 		$659K Buy
1,760
+64
+4% +$23.3K 0.02% 201
2025
Q2 		$605K Buy
1,696
+288
+20% +$88.7K 0.02% 201
2025
Q1 		$383K Sell
1,408
-111
-7% -$34.6K 0.02% 245
2024
Q4 		$504K Buy
1,519
+13
+0.9% +$4.56K 0.02% 194
2024
Q3 		$499K Buy
1,506
+15
+1% +$4.58K 0.02% 192
2024
Q2 		$467K Buy
1,491
+28
+2% +$9.04K 0.02% 189
2024
Q1 		$457K Buy
1,463
+341
+30% +$93.2K 0.02% 193
2023
Q4 		$270K Buy
1,122
+65
+6% +$14.3K 0.01% 227
2023
Q3 		$225K Buy
1,057
+40
+4% +$8.62K 0.01% 237
2023
Q2 		$205K Buy
+1,017
New +$179K 0.01% 234

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

Plancorp LLC's ETN Position: Q2 2026 in Review

Plancorp LLC reduced its Eaton (ETN) stake by 21% in Q2 2026, selling an estimated $171K and leaving 1,613 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #217.

Plancorp LLC first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $821K in Q1 2026. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Plancorp LLC held 1,613 shares of Eaton worth $650K as of Q2 2026.
  • Plancorp LLC sold 424 Eaton shares in Q2 2026, an estimated $171K.
  • Eaton made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #217 holding.
  • Plancorp LLC first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • Plancorp LLC's Eaton position peaked at $821K in Q1 2026.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.