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Vista Investment Partners II’s Eaton ETN Stock Holding History

Vista Investment Partners II’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 		$1.21M Sell
2,850
-86
-3% -$34.7K 0.48% 61
2026
Q1 		$1.05M Buy
2,936
+24
+0.8% +$8.54K 0.47% 60
2025
Q4 		$928K Buy
2,912
+49
+2% +$17.4K 0.4% 66
2025
Q3 		$1.07M Sell
2,863
-15
-0.5% -$5.46K 0.5% 55
2025
Q2 		$1.03M Buy
2,878
+99
+4% +$30.5K 0.5% 54
2025
Q1 		$755K Sell
2,779
-70
-2% -$21.8K 0.42% 58
2024
Q4 		$945K Buy
+2,849
New +$1,000K 0.56% 55

Other funds holding ETN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vista Investment Partners II's ETN Position: Q2 2026 in Review

Vista Investment Partners II reduced its Eaton (ETN) stake by 2.9% in Q2 2026, selling an estimated $34.7K and leaving 2,850 shares worth $1.21M. The position accounts for 0.48% of the portfolio, ranked #61.

Vista Investment Partners II first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 1,481 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Vista Investment Partners II held 2,850 shares of Eaton worth $1.21M as of Q2 2026.
  • Vista Investment Partners II sold 86 Eaton shares in Q2 2026, an estimated $34.7K.
  • Eaton made up 0.48% of Vista Investment Partners II's portfolio in Q2 2026, its #61 holding.
  • Vista Investment Partners II first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.