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Tandem Investment Advisors’s Eaton ETN Stock Holding History

Tandem Investment Advisors’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
-859
Closed -$274K – 85
2025
Q4 		$274K Sell
859
-83
-9% -$29.4K 0.01% 68
2025
Q3 		$352K Buy
942
+62
+7% +$22.6K 0.01% 61
2025
Q2 		$314K Buy
+880
New +$271K 0.01% 57
2025
Q1 		– Sell
-616
Closed -$204K – 78
2024
Q4 		$204K Sell
616
-48
-7% -$16.8K 0.01% 81
2024
Q3 		$220K Buy
+664
New +$203K 0.01% 79
2024
Q2 		– Sell
-827
Closed -$259K – 84
2024
Q1 		$259K Buy
+827
New +$226K 0.01% 72

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tandem Investment Advisors's ETN Position: Q1 2026 in Review

Tandem Investment Advisors sold out of Eaton (ETN) in Q1 2026, closing a stake of 859 shares — an estimated $274K sold.

Tandem Investment Advisors first reported a position in ETN in Q1 2024 and held it in 6 quarters. The position peaked at $352K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Tandem Investment Advisors reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 859 Eaton shares in Q1 2026, an estimated $274K.
  • Tandem Investment Advisors first reported a position in Eaton in Q1 2024 and held it in 6 quarters.
  • Tandem Investment Advisors's Eaton position peaked at $352K in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.