Trail Ridge Investment Advisors’s Eaton ETN Stock Holding History

Trail Ridge 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	$3.97M	Hold	11,106	–	–	1.73%	14
2025 Q4	$3.54M	Hold	11,106	–	–	1.52%	15
2025 Q3	$4.16M	Hold	11,106	–	–	1.86%	13
2025 Q2	$4.27M	Sell	11,106 -67	-0.6%	-$20.6K	2.05%	12
2025 Q1	$3.04M	Sell	11,173 -15	-0.1%	-$4.67K	1.56%	16
2024 Q4	$3.71M	Buy	11,188 +15	+0.1%	+$5.26K	1.76%	14
2024 Q3	$3.85M	Sell	11,173 -25	-0.2%	-$7.64K	1.84%	13
2024 Q2	$3.51M	Sell	11,198 -100	-0.9%	-$32.3K	1.82%	12
2024 Q1	$3.53M	Hold	11,298	–	–	2%	13
2023 Q4	$2.72M	Hold	11,298	–	–	1.67%	14
2023 Q3	$2.41M	Buy	11,298 +63	+0.6%	+$13.6K	1.64%	14
2023 Q2	$2.26M	Hold	11,235	–	–	1.39%	19
2023 Q1	$1.93M	Sell	11,235 -100	-0.9%	-$16.6K	1.26%	24
2022 Q4	$1.78M	Hold	11,335	–	–	1.22%	23
2022 Q3	$1.83M	Hold	11,335	–	–	1.21%	22
2022 Q2	$1.43M	Hold	11,335	–	–	0.97%	33
2022 Q1	$1.72M	Hold	11,335	–	–	1.06%	23
2021 Q4	$1.96M	Buy	+11,335	New	+$1.88M	1.18%	23

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trail Ridge Investment Advisors's ETN Position: Q1 2026 in Review

Trail Ridge Investment Advisors held its Eaton (ETN) position steady in Q1 2026 at 11,106 shares worth $3.97M. The position accounts for 1.73% of the portfolio, ranked #14.

Trail Ridge Investment Advisors first reported a position in ETN in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.27M in Q2 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Trail Ridge Investment Advisors held 11,106 shares of Eaton worth $3.97M as of Q1 2026.
Trail Ridge Investment Advisors left its Eaton share count unchanged in Q1 2026.
Eaton made up 1.73% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #14 holding.
Trail Ridge Investment Advisors first reported a position in Eaton in Q4 2021 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's Eaton position peaked at $4.27M in Q2 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.