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Berry Wealth Group’s Eaton ETN Stock Holding History

Berry Wealth Group’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 		$2.22M Sell
6,208
-209
-3% -$74.4K 8.3% 4
2025
Q4 		$2.04M Sell
6,417
-375
-6% -$133K 7.18% 5
2025
Q3 		$2.54M Sell
6,792
-12,570
-65% -$4.57M 8.3% 4
2025
Q2 		$6.91M Buy
19,362
+140
+0.7% +$43.1K 4.84% 5
2025
Q1 		$5.23M Sell
19,222
-3,481
-15% -$1.08M 4.09% 6
2024
Q4 		$7.53M Sell
22,703
-422
-2% -$148K 5.44% 5
2024
Q3 		$7.66M Sell
23,125
-2,931
-11% -$896K 5.49% 5
2024
Q2 		$8.17M Buy
26,056
+347
+1% +$112K 6.52% 4
2024
Q1 		$8.04M Sell
25,709
-213
-0.8% -$58.2K 6.67% 1
2023
Q4 		$6.24M Buy
+25,922
New +$5.72M 5.74% 3

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

Berry Wealth Group's ETN Position: Q1 2026 in Review

Berry Wealth Group reduced its Eaton (ETN) stake by 3.3% in Q1 2026, selling an estimated $74.4K and leaving 6,208 shares worth $2.22M. The position accounts for 8.3% of the portfolio, ranked #4.

Berry Wealth Group first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.17M in Q2 2024. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Berry Wealth Group held 6,208 shares of Eaton worth $2.22M as of Q1 2026.
  • Berry Wealth Group sold 209 Eaton shares in Q1 2026, an estimated $74.4K.
  • Eaton made up 8.3% of Berry Wealth Group's portfolio in Q1 2026, its #4 holding.
  • Berry Wealth Group first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Eaton position peaked at $8.17M in Q2 2024.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.