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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
Q2 		$779K Buy
1,828
+4
+0.2% +$1.61K 0.06% 137
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
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

Shepherd Financial Partners's ETN Position: Q2 2026 in Review

Shepherd Financial Partners increased its Eaton (ETN) stake by 0.22% in Q2 2026, buying an estimated $1.61K and bringing the position to 1,828 shares worth $779K. The position accounts for 0.06% of the portfolio, ranked #137.

Shepherd Financial Partners first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 2,671 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Shepherd Financial Partners held 1,828 shares of Eaton worth $779K as of Q2 2026.
  • Shepherd Financial Partners bought 4 Eaton shares in Q2 2026, an estimated $1.61K.
  • Eaton made up 0.06% of Shepherd Financial Partners's portfolio in Q2 2026, its #137 holding.
  • Shepherd Financial Partners first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.