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Summit Asset Management’s Eaton ETN Stock Holding History

Summit Asset Management’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 		$201K Buy
+472
New +$190K 0.03% 180
2025
Q3 		– Sell
-617
Closed -$220K – 174
2025
Q2 		$220K Buy
+617
New +$190K 0.04% 164

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

Summit Asset Management's ETN Position: Q2 2026 in Review

Summit Asset Management opened a new position in Eaton (ETN) in Q2 2026: 472 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings. This is a return to the name: Summit Asset Management previously reported a position in ETN as recently as Q2 2025.

Summit Asset Management first reported a position in ETN in Q2 2025 and has held it in 2 quarters since. The position peaked at $220K in Q2 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Summit Asset Management held 472 shares of Eaton worth $201K as of Q2 2026.
  • Eaton was a new Summit Asset Management position in Q2 2026.
  • Eaton made up 0.03% of Summit Asset Management's portfolio in Q2 2026, its #180 holding.
  • Summit Asset Management first reported a position in Eaton in Q2 2025 and has held it in 2 quarters since.
  • Summit Asset Management's Eaton position peaked at $220K in Q2 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.