Bartlett & Co Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $113M | Buy |
266,845
+28,815
| +12% | +$10.3M | 1.44% | 18 |
|
|
2025
Q4 | $75.8M | Buy |
238,030
+19,958
| +9% | +$7.07M | 0.99% | 27 |
|
|
2025
Q3 | $81.6M | Buy |
218,072
+19,505
| +10% | +$7.09M | 1.08% | 24 |
|
|
2025
Q2 | $70.9M | Buy |
198,567
+162,958
| +458% | +$50.2M | 0.99% | 29 |
|
|
2025
Q1 | $9.68M | Sell |
35,609
-2,691
| -7% | -$838K | 0.14% | 103 |
|
|
2024
Q4 | $12.7M | Sell |
38,300
-909
| -2% | -$319K | 0.18% | 88 |
|
|
2024
Q3 | $13M | Sell |
39,209
-662
| -2% | -$202K | 0.19% | 89 |
|
|
2024
Q2 | $12.5M | Sell |
39,871
-115
| -0.3% | -$37.1K | 0.19% | 88 |
|
|
2024
Q1 | $12.5M | Sell |
39,986
-398
| -1% | -$109K | 0.19% | 89 |
|
|
2023
Q4 | $9.72M | Sell |
40,384
-1,105
| -3% | -$244K | 0.16% | 100 |
|
|
2023
Q3 | $8.85M | Buy |
41,489
+76
| +0.2% | +$16.4K | 0.16% | 99 |
|
|
2023
Q2 | $8.33M | Sell |
41,413
-194
| -0.5% | -$34.1K | 0.14% | 106 |
|
|
2023
Q1 | $7.13M | Sell |
41,607
-1,710
| -4% | -$285K | 0.14% | 113 |
|
|
2022
Q4 | $6.8M | Sell |
43,317
-915
| -2% | -$140K | 0.14% | 116 |
|
|
2022
Q3 | $5.9M | Sell |
44,232
-860
| -2% | -$120K | 0.13% | 119 |
|
|
2022
Q2 | $5.68M | Sell |
45,092
-494
| -1% | -$69.1K | 0.12% | 121 |
|
|
2022
Q1 | $6.92M | Sell |
45,586
-2,171
| -5% | -$340K | 0.12% | 115 |
|
|
2021
Q4 | $8.25M | Sell |
47,757
-616
| -1% | -$102K | 0.14% | 109 |
|
|
2021
Q3 | $7.22M | Sell |
48,373
-541
| -1% | -$86.5K | 0.14% | 109 |
|
|
2021
Q2 | $7.25M | Sell |
48,914
-500
| -1% | -$72.1K | 0.14% | 108 |
|
|
2021
Q1 | $6.83M | Sell |
49,414
-3,200
| -6% | -$413K | 0.14% | 111 |
|
|
2020
Q4 | $6.32M | Sell |
52,614
-85
| -0.2% | -$9.61K | 0.13% | 114 |
|
|
2020
Q3 | $5.38M | Sell |
52,699
-7,500
| -12% | -$733K | 0.13% | 117 |
|
|
2020
Q2 | $5.27M | Sell |
60,199
-67,150
| -53% | -$5.53M | 0.14% | 115 |
|
|
2020
Q1 | $9.89M | Sell |
127,349
-7,650
| -6% | -$701K | 0.3% | 79 |
|
|
2019
Q4 | $12.8M | Sell |
134,999
-5,830
| -4% | -$518K | 0.31% | 82 |
|
|
2019
Q3 | $11.7M | Buy |
140,829
+137,585
| +4,241% | +$11.1M | 0.31% | 84 |
|
|
2019
Q2 | $270K | Sell |
3,244
-14
| -0.4% | -$1.13K | 0.01% | 239 |
|
|
2019
Q1 | $262K | Buy |
3,258
+214
| +7% | +$16.3K | 0.01% | 237 |
|
|
2018
Q4 | $209K | Sell |
3,044
-100
| -3% | -$7.48K | 0.01% | 248 |
|
|
2018
Q3 | $273K | Sell |
3,144
-100
| -3% | -$8.18K | 0.01% | 235 |
|
|
2018
Q2 | $242K | Buy |
3,244
+100
| +3% | +$7.74K | 0.01% | 237 |
|
|
2018
Q1 | $251K | Buy |
+3,144
| New | +$258K | 0.01% | 233 |
|
Other funds holding ETN
VCM
VPM
Bartlett & Co Wealth Management's ETN Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its Eaton (ETN) stake by 12% in Q1 2026, buying an estimated $10.3M and bringing the position to 266,845 shares worth $113M. The position accounts for 1.44% of the portfolio, ranked #18.
Bartlett & Co Wealth Management first reported a position in ETN in Q1 2018 and has held it in 33 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- Bartlett & Co Wealth Management held 266,845 shares of Eaton worth $113M as of Q1 2026.
- Bartlett & Co Wealth Management bought 28,815 Eaton shares in Q1 2026, an estimated $10.3M.
- Eaton made up 1.44% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #18 holding.
- Bartlett & Co Wealth Management first reported a position in Eaton in Q1 2018 and has held it in 33 quarters since.
- 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.