Saranac Partners’s Eaton ETN Stock Holding History

Saranac Partners’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 Q1	–	Sell	-705	Closed	-$225K	–	105
2025 Q4	$225K	Hold	705	–	–	0.09%	72
2025 Q3	$264K	Buy	+705	New	+$256K	0.05%	180
2025 Q1	–	Sell	-705	Closed	-$234K	–	79
2024 Q4	$234K	Sell	705 -255	-27%	-$89.5K	0.13%	70
2024 Q3	$318K	Hold	960	–	–	0.48%	20
2024 Q2	$301K	Hold	960	–	–	0.18%	59
2024 Q1	$300K	Sell	960 -940	-49%	-$257K	0.18%	63
2023 Q4	$458K	Hold	1,900	–	–	0.3%	51
2023 Q3	$405K	Hold	1,900	–	–	0.23%	44
2023 Q2	$382K	Hold	1,900	–	–	0.2%	55
2023 Q1	$326K	Buy	+1,900	New	+$316K	0.19%	58

Other funds holding ETN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Saranac Partners's ETN Position: Q1 2026 in Review

Saranac Partners sold out of Eaton (ETN) in Q1 2026, closing a stake of 705 shares — an estimated $225K sold.

Saranac Partners first reported a position in ETN in Q1 2023 and held it in 10 quarters. The position peaked at $458K in Q4 2023. 2,518 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Saranac Partners reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
Saranac Partners sold 705 Eaton shares in Q1 2026, an estimated $225K.
Saranac Partners first reported a position in Eaton in Q1 2023 and held it in 10 quarters.
Saranac Partners's Eaton position peaked at $458K in Q4 2023.
2,518 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.