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Stoneridge Investment Partners’s Eaton ETN Stock Holding History

Stoneridge Investment 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
-4,053
Closed -$1.29M – 136
2025
Q4 		$1.29M Sell
4,053
-147
-4% -$52.1K 0.9% 32
2025
Q3 		$1.57M Buy
+4,200
New +$1.53M 1.08% 33
2015
Q2 		– Sell
-35,019
Closed -$2.38M – 284
2015
Q1 		$2.38M Buy
35,019
+4,601
+15% +$313K 0.28% 115
2014
Q4 		$2.07M Sell
30,418
-85
-0.3% -$5.6K 0.27% 121
2014
Q3 		$1.93M Buy
30,503
+180
+0.6% +$12.8K 0.29% 115
2014
Q2 		$2.34M Buy
+30,323
New +$2.25M 0.35% 98

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Morgan Stanley
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Bank of America
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VPM
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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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Stoneridge Investment Partners's ETN Position: Q1 2026 in Review

Stoneridge Investment Partners sold out of Eaton (ETN) in Q1 2026, closing a stake of 4,053 shares — an estimated $1.29M sold.

Stoneridge Investment Partners first reported a position in ETN in Q2 2014 and held it in 6 quarters. The position peaked at $2.38M in Q1 2015. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Stoneridge Investment Partners reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,053 Eaton shares in Q1 2026, an estimated $1.29M.
  • Stoneridge Investment Partners first reported a position in Eaton in Q2 2014 and held it in 6 quarters.
  • Stoneridge Investment Partners's Eaton position peaked at $2.38M in Q1 2015.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.