Vision Retirement’s Eaton ETN Stock Holding History

Vision Retirement’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	$391K	Buy	+917	New	+$370K	0.09%	97
2026 Q1	–	Sell	-476	Closed	-$152K	–	657
2025 Q4	$152K	Buy	+476	New	+$169K	0.04%	142

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vision Retirement's ETN Position: Q2 2026 in Review

Vision Retirement opened a new position in Eaton (ETN) in Q2 2026: 917 shares worth $391K. The stake represents 0.09% of the portfolio and ranks #97 among its holdings. This is a return to the name: Vision Retirement previously reported a position in ETN as recently as Q4 2025.

Vision Retirement first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,559 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Vision Retirement held 917 shares of Eaton worth $391K as of Q2 2026.
Eaton was a new Vision Retirement position in Q2 2026.
Eaton made up 0.09% of Vision Retirement's portfolio in Q2 2026, its #97 holding.
Vision Retirement first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
2,559 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.