Sunbeam Capital Management’s Eaton ETN Stock Holding History

Sunbeam Capital 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	$1.16M	Buy	2,722 +171	+7%	+$69K	0.53%	38
2026 Q1	$913K	Buy	2,551 +27	+1%	+$9.61K	0.52%	38
2025 Q4	$804K	Buy	2,524 +13	+0.5%	+$4.61K	0.48%	40
2025 Q3	$940K	Buy	2,511 +121	+5%	+$44K	0.58%	36
2025 Q2	$853K	Buy	2,390 +15	+0.6%	+$4.62K	0.65%	35
2025 Q1	$648K	Hold	2,375	–	–	0.62%	33
2024 Q4	$788K	Buy	+2,375	New	+$834K	0.73%	30

Other funds holding ETN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunbeam Capital Management's ETN Position: Q2 2026 in Review

Sunbeam Capital Management increased its Eaton (ETN) stake by 6.7% in Q2 2026, buying an estimated $69K and bringing the position to 2,722 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #38.

Sunbeam Capital Management first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 1,256 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Sunbeam Capital Management held 2,722 shares of Eaton worth $1.16M as of Q2 2026.
Sunbeam Capital Management bought 171 Eaton shares in Q2 2026, an estimated $69K.
Eaton made up 0.53% of Sunbeam Capital Management's portfolio in Q2 2026, its #38 holding.
Sunbeam Capital Management first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
1,256 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.