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1858 Wealth Management’s Eaton ETN Stock Holding History

1858 Wealth Management’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
Q3 		$753K Buy
2,012
+195
+11% +$70.9K 0.53% 45
2025
Q2 		$649K Hold
1,817
– – 0.48% 45
2025
Q1 		$494K Buy
1,817
+9
+0.5% +$2.8K 0.42% 54
2024
Q4 		$600K Sell
1,808
-210
-10% -$73.7K 0.48% 57
2024
Q3 		$669K Buy
2,018
+798
+65% +$244K 0.55% 53
2024
Q2 		$383K Buy
+1,220
New +$394K 0.32% 71

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1858 Wealth Management's ETN Position: Q3 2025 in Review

1858 Wealth Management increased its Eaton (ETN) stake by 11% in Q3 2025, buying an estimated $70.9K and bringing the position to 2,012 shares worth $753K. The position accounts for 0.53% of the portfolio, ranked #45.

1858 Wealth Management first reported a position in ETN in Q2 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • 1858 Wealth Management held 2,012 shares of Eaton worth $753K as of Q3 2025.
  • 1858 Wealth Management bought 195 Eaton shares in Q3 2025, an estimated $70.9K.
  • Eaton made up 0.53% of 1858 Wealth Management's portfolio in Q3 2025, its #45 holding.
  • 1858 Wealth Management first reported a position in Eaton in Q2 2024 and has held it in 6 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.