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The Family Firm’s Eaton ETN Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-1,074
Closed -$292K – 117
2025
Q1 		$292K Buy
1,074
+1
+0.1% +$311 0.07% 168
2024
Q4 		$356K Sell
1,073
-1
-0.1% -$351 0.08% 147
2024
Q3 		$356K Hold
1,074
– – 0.08% 147
2024
Q2 		$337K Hold
1,074
– – 0.08% 147
2024
Q1 		$336K Hold
1,074
– – 0.08% 146
2023
Q4 		$259K Hold
1,074
– – 0.07% 163
2023
Q3 		$229K Hold
1,074
– – 0.06% 159
2023
Q2 		$216K Buy
+1,074
New +$189K 0.06% 176

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

The Family Firm's ETN Position: Q2 2025 in Review

The Family Firm sold out of Eaton (ETN) in Q2 2025, closing a stake of 1,074 shares — an estimated $292K sold.

The Family Firm first reported a position in ETN in Q2 2023 and held it in 8 quarters. The position peaked at $356K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • The Family Firm reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,074 Eaton shares in Q2 2025, an estimated $292K.
  • The Family Firm first reported a position in Eaton in Q2 2023 and held it in 8 quarters.
  • The Family Firm's Eaton position peaked at $356K in Q4 2024.
  • 2,322 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.