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Summit Financial Strategies’s Eaton ETN Stock Holding History

Summit Financial Strategies’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 		$622K Sell
1,459
-1
-0.1% -$403 0.04% 88
2026
Q1 		$522K Sell
1,460
-30
-2% -$10.7K 0.04% 96
2025
Q4 		$475K Sell
1,490
-703
-32% -$249K 0.04% 94
2025
Q3 		$821K Sell
2,193
-18
-0.8% -$6.55K 0.07% 72
2025
Q2 		$789K Sell
2,211
-32
-1% -$9.86K 0.07% 68
2025
Q1 		$610K Buy
2,243
+553
+33% +$172K 0.06% 71
2024
Q4 		$561K Sell
1,690
-140
-8% -$49.1K 0.06% 76
2024
Q3 		$607K Sell
1,830
-101
-5% -$30.9K 0.07% 70
2024
Q2 		$605K Sell
1,931
-9
-0.5% -$2.91K 0.08% 70
2024
Q1 		$607K Buy
1,940
+9
+0.5% +$2.46K 0.08% 69
2023
Q4 		$465K Hold
1,931
– – 0.07% 74
2023
Q3 		$412K Hold
1,931
– – 0.08% 74
2023
Q2 		$388K Buy
1,931
+100
+5% +$17.6K 0.07% 84
2023
Q1 		$314K Hold
1,831
– – 0.06% 92
2022
Q4 		$287K Sell
1,831
-1,554
-46% -$238K 0.06% 92
2022
Q3 		$451K Buy
3,385
+1,450
+75% +$203K 0.11% 65
2022
Q2 		$244K Buy
+1,935
New +$271K 0.06% 97

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 Financial Strategies's ETN Position: Q2 2026 in Review

Summit Financial Strategies reduced its Eaton (ETN) stake by 0.07% in Q2 2026, selling an estimated $403 and leaving 1,459 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #88.

Summit Financial Strategies first reported a position in ETN in Q2 2022 and has held it in 17 quarters since. The position peaked at $821K in Q3 2025. 2,667 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Summit Financial Strategies held 1,459 shares of Eaton worth $622K as of Q2 2026.
  • Summit Financial Strategies sold 1 Eaton share in Q2 2026, an estimated $403.
  • Eaton made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #88 holding.
  • Summit Financial Strategies first reported a position in Eaton in Q2 2022 and has held it in 17 quarters since.
  • Summit Financial Strategies's Eaton position peaked at $821K in Q3 2025.
  • 2,667 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.