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Alteri Wealth’s Eaton ETN Stock Holding History

Alteri 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 		$668K Buy
1,869
+77
+4% +$27.4K 0.22% 116
2025
Q4 		$571K Sell
1,792
-14
-0.8% -$4.96K 0.19% 137
2025
Q3 		$676K Sell
1,806
-314
-15% -$114K 0.23% 110
2025
Q2 		$757K Sell
2,120
-181
-8% -$55.7K 0.29% 87
2025
Q1 		$625K Buy
2,301
+77
+3% +$24K 0.28% 86
2024
Q4 		$738K Buy
+2,224
New +$781K 0.2% 74

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

Alteri Wealth's ETN Position: Q1 2026 in Review

Alteri Wealth increased its Eaton (ETN) stake by 4.3% in Q1 2026, buying an estimated $27.4K and bringing the position to 1,869 shares worth $668K. The position accounts for 0.22% of the portfolio, ranked #116.

Alteri Wealth first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $757K in Q2 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Alteri Wealth held 1,869 shares of Eaton worth $668K as of Q1 2026.
  • Alteri Wealth bought 77 Eaton shares in Q1 2026, an estimated $27.4K.
  • Eaton made up 0.22% of Alteri Wealth's portfolio in Q1 2026, its #116 holding.
  • Alteri Wealth first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's Eaton position peaked at $757K in Q2 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.