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Stone Summit Wealth’s Eaton ETN Stock Holding History

Stone Summit Wealth’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 		$377K Sell
885
-90
-9% -$36.3K 0.1% 115
2026
Q1 		$349K Sell
975
-75
-7% -$26.7K 0.1% 115
2025
Q4 		$334K Hold
1,050
– – 0.09% 119
2025
Q3 		$393K Hold
1,050
– – 0.11% 107
2025
Q2 		$375K Hold
1,050
– – 0.12% 114
2025
Q1 		$285K Sell
1,050
-111
-10% -$34.6K 0.1% 124
2024
Q4 		$385K Hold
1,161
– – 0.13% 111
2024
Q3 		$385K Sell
1,161
-100
-8% -$30.6K 0.12% 115
2024
Q2 		$395K Hold
1,261
– – 0.14% 108
2024
Q1 		$394K Buy
1,261
+10
+0.8% +$2.73K 0.14% 114
2023
Q4 		$301K Hold
1,251
– – 0.12% 124
2023
Q3 		$267K Hold
1,251
– – 0.11% 127
2023
Q2 		$252K Sell
1,251
-52
-4% -$9.15K 0.1% 129
2023
Q1 		$223K Sell
1,303
-58
-4% -$9.65K 0.1% 128
2022
Q4 		$214K Buy
+1,361
New +$209K 0.1% 125
2022
Q2 		– Sell
-1,361
Closed -$207K – 130
2022
Q1 		$207K Buy
+1,361
New +$213K 0.12% 125

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

Stone Summit Wealth's ETN Position: Q2 2026 in Review

Stone Summit Wealth reduced its Eaton (ETN) stake by 9.2% in Q2 2026, selling an estimated $36.3K and leaving 885 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #115.

Stone Summit Wealth first reported a position in ETN in Q1 2022 and has held it in 16 quarters since. The position peaked at $395K in Q2 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Stone Summit Wealth held 885 shares of Eaton worth $377K as of Q2 2026.
  • Stone Summit Wealth sold 90 Eaton shares in Q2 2026, an estimated $36.3K.
  • Eaton made up 0.1% of Stone Summit Wealth's portfolio in Q2 2026, its #115 holding.
  • Stone Summit Wealth first reported a position in Eaton in Q1 2022 and has held it in 16 quarters since.
  • Stone Summit Wealth's Eaton position peaked at $395K in Q2 2024.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.