Shepherd Financial Partners’s Eaton ETN Stock Holding History

Shepherd Financial 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	$652K	Buy	1,824 +1	+0.1%	+$356	0.06%	142
2025 Q4	$581K	Sell	1,823 -1	-0.1%	-$354	0.05%	148
2025 Q3	$683K	Buy	1,824 +6	+0.3%	+$2.18K	0.07%	132
2025 Q2	$649K	Buy	1,818 +33	+2%	+$10.2K	0.07%	133
2025 Q1	$485K	Buy	1,785 +46	+3%	+$14.3K	0.06%	154
2024 Q4	$577K	Sell	1,739 -8	-0.5%	-$2.81K	0.07%	134
2024 Q3	$579K	Hold	1,747	–	–	0.07%	135
2024 Q2	$548K	Buy	1,747 +1	+0.1%	+$323	0.07%	139
2024 Q1	$546K	Buy	1,746 +6	+0.3%	+$1.64K	0.07%	142
2023 Q4	$419K	Buy	1,740 +22	+1%	+$4.86K	0.06%	155
2023 Q3	$366K	Buy	1,718 +313	+22%	+$67.5K	0.06%	155
2023 Q2	$283K	Sell	1,405 -21	-1%	-$3.69K	0.04%	162
2023 Q1	$244K	Buy	1,426 +6	+0.4%	+$999	0.04%	161
2022 Q4	$223K	Buy	+1,420	New	+$218K	0.04%	162

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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

Shepherd Financial Partners's ETN Position: Q1 2026 in Review

Shepherd Financial Partners increased its Eaton (ETN) stake by 0.05% in Q1 2026, buying an estimated $356 and bringing the position to 1,824 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #142.

Shepherd Financial Partners first reported a position in ETN in Q4 2022 and has held it in 14 quarters since. The position peaked at $683K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Shepherd Financial Partners held 1,824 shares of Eaton worth $652K as of Q1 2026.
Shepherd Financial Partners bought 1 Eaton share in Q1 2026, an estimated $356.
Eaton made up 0.06% of Shepherd Financial Partners's portfolio in Q1 2026, its #142 holding.
Shepherd Financial Partners first reported a position in Eaton in Q4 2022 and has held it in 14 quarters since.
Shepherd Financial Partners's Eaton position peaked at $683K in Q3 2025.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.