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Tred Avon Family Wealth’s Eaton ETN Stock Holding History

Tred Avon Family Wealth’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 		$2.01M Sell
5,630
-2,513
-31% -$894K 0.67% 31
2025
Q4 		$2.59M Hold
8,143
– – 0.84% 21
2025
Q3 		$3.05M Buy
+8,143
New +$2.96M 1.05% 19

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

Tred Avon Family Wealth's ETN Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Eaton (ETN) stake by 31% in Q1 2026, selling an estimated $894K and leaving 5,630 shares worth $2.01M. The position accounts for 0.67% of the portfolio, ranked #31.

Tred Avon Family Wealth first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q3 2025. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Tred Avon Family Wealth held 5,630 shares of Eaton worth $2.01M as of Q1 2026.
  • Tred Avon Family Wealth sold 2,513 Eaton shares in Q1 2026, an estimated $894K.
  • Eaton made up 0.67% of Tred Avon Family Wealth's portfolio in Q1 2026, its #31 holding.
  • Tred Avon Family Wealth first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Eaton position peaked at $3.05M in Q3 2025.
  • 2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.