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Shorepoint Capital Partners’s Eaton ETN Stock Holding History

Shorepoint Capital 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
2025
Q3 		$9.52M Buy
+25,427
New +$9.25M 1.89% 13
2025
Q1 		$6.7M Buy
24,666
+965
+4% +$300K 1.52% 20
2024
Q4 		$7.87M Sell
23,701
-1,123
-5% -$394K 1.8% 12
2024
Q3 		$8.23M Sell
24,824
-248
-1% -$75.8K 1.87% 13
2024
Q2 		$7.86M Sell
25,072
-326
-1% -$105K 1.85% 14
2024
Q1 		$7.94M Buy
25,398
+8,330
+49% +$2.28M 1.94% 13
2023
Q4 		$4.11M Buy
+17,068
New +$3.77M 1.1% 34
2023
Q3 		– Sell
-20,969
Closed -$4.52M – 35
2023
Q2 		$4.22M Sell
20,969
-328
-2% -$57.7K 1.19% 31
2023
Q1 		$3.65M Sell
21,297
-661
-3% -$110K 1.04% 38
2022
Q4 		$3.45M Sell
21,958
-637
-3% -$97.7K 0.96% 38
2022
Q3 		$3.01M Buy
22,595
+1,789
+9% +$250K 1.44% 27
2022
Q2 		$2.62M Sell
20,806
-1,318
-6% -$184K 1.11% 40
2022
Q1 		$3.36M Sell
22,124
-638
-3% -$99.9K 1.4% 32
2021
Q4 		$3.93M Sell
22,762
-1,986
-8% -$329K 1.6% 24
2021
Q3 		$3.69M Buy
+24,748
New +$3.96M 1.66% 26
2021
Q1 		$3.13M Sell
22,639
-650
-3% -$83.8K 1.67% 25
2020
Q4 		$2.8M Sell
23,289
-1,401
-6% -$158K 1.55% 29
2020
Q3 		$2.52M Sell
24,690
-1,092
-4% -$107K 1.56% 29
2020
Q2 		$2.25M Buy
25,782
+1,142
+5% +$94K 1.47% 30
2020
Q1 		$1.91M Buy
24,640
+712
+3% +$65.3K 1.54% 28
2019
Q4 		$2.27M Sell
23,928
-1,822
-7% -$162K 1.3% 33
2019
Q3 		$2.14M Buy
25,750
+176
+0.7% +$14.3K 1.26% 32
2019
Q2 		$2.13M Sell
25,574
-440
-2% -$35.6K 1.21% 35
2019
Q1 		$2.1M Buy
+26,014
New +$1.98M 1.19% 37

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Shorepoint Capital Partners's ETN Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Eaton (ETN) in Q3 2025: 25,427 shares worth $9.52M. The stake represents 1.89% of the portfolio and ranks #13 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in ETN as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in ETN in Q1 2019 and has held it in 24 quarters since. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Shorepoint Capital Partners held 25,427 shares of Eaton worth $9.52M as of Q3 2025.
  • Eaton was a new Shorepoint Capital Partners position in Q3 2025.
  • Eaton made up 1.89% of Shorepoint Capital Partners's portfolio in Q3 2025, its #13 holding.
  • Shorepoint Capital Partners first reported a position in Eaton in Q1 2019 and has held it in 24 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.