Sacks & Associates’s Eaton ETN Stock Holding History

Sacks & Associates’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	$409K	Hold	985	–	–	0.28%	61
2026 Q1	$352K	Hold	985	–	–	0.26%	63
2025 Q4	$314K	Buy	+985	New	+$349K	0.23%	64

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sacks & Associates's ETN Position: Q2 2026 in Review

Sacks & Associates held its Eaton (ETN) position steady in Q2 2026 at 985 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #61.

Sacks & Associates first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 2,650 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Sacks & Associates held 985 shares of Eaton worth $409K as of Q2 2026.
Sacks & Associates left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.28% of Sacks & Associates's portfolio in Q2 2026, its #61 holding.
Sacks & Associates first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
2,650 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.