BigSur 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 | – | Sell |
-1,005
| Closed | -$320K | – | 168 |
|
|
2025
Q4 | $320K | Buy |
1,005
+38
| +4% | +$13.5K | 0.08% | 135 |
|
|
2025
Q3 | $362K | Sell |
967
-191
| -16% | -$69.5K | 0.09% | 130 |
|
|
2025
Q2 | $413K | Buy |
1,158
+37
| +3% | +$11.4K | 0.1% | 129 |
|
|
2025
Q1 | $305K | Buy |
1,121
+165
| +17% | +$51.4K | 0.08% | 131 |
|
|
2024
Q4 | $317K | Buy |
956
+40
| +4% | +$14K | 0.09% | 125 |
|
|
2024
Q3 | $304K | Buy |
916
+179
| +24% | +$54.7K | 0.08% | 130 |
|
|
2024
Q2 | $231K | Hold |
737
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $231K | Buy |
+737
| New | +$202K | 0.07% | 134 |
|
|
2022
Q4 | – | Sell |
-2,636
| Closed | -$352K | – | 129 |
|
|
2022
Q3 | $352K | Hold |
2,636
| – | – | 0.18% | 89 |
|
|
2022
Q2 | $332K | Hold |
2,636
| – | – | 0.16% | 97 |
|
|
2022
Q1 | $400K | Hold |
2,636
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $456K | Hold |
2,636
| – | – | 0.18% | 90 |
|
|
2021
Q3 | $394K | Hold |
2,636
| – | – | 0.18% | 89 |
|
|
2021
Q2 | $391K | Hold |
2,636
| – | – | 0.18% | 84 |
|
|
2021
Q1 | $365K | Hold |
2,636
| – | – | 0.19% | 83 |
|
|
2020
Q4 | $317K | Hold |
2,636
| – | – | 0.18% | 80 |
|
|
2020
Q3 | $269K | Hold |
2,636
| – | – | 0.17% | 77 |
|
|
2020
Q2 | $231K | Hold |
2,636
| – | – | 0.17% | 86 |
|
|
2020
Q1 | $205K | Hold |
2,636
| – | – | 0.15% | 91 |
|
|
2019
Q4 | $250K | Hold |
2,636
| – | – | 0.14% | 96 |
|
|
2019
Q3 | $219K | Hold |
2,636
| – | – | 0.15% | 94 |
|
|
2019
Q2 | $219K | Hold |
2,636
| – | – | 0.15% | 94 |
|
|
2019
Q1 | $212K | Buy |
+2,636
| New | +$201K | 0.14% | 99 |
|
|
2018
Q4 | – | Sell |
-2,636
| Closed | -$229K | – | 100 |
|
|
2018
Q3 | $229K | Buy |
+2,636
| New | +$216K | 0.14% | 94 |
|
|
2018
Q2 | – | Sell |
-2,636
| Closed | -$211K | – | 103 |
|
|
2018
Q1 | $211K | Hold |
2,636
| – | – | 0.15% | 103 |
|
|
2017
Q4 | $208K | Hold |
2,636
| – | – | 0.21% | 88 |
|
|
2017
Q3 | $202K | Buy |
+2,636
| New | +$199K | 0.2% | 89 |
|
|
2017
Q2 | – | Sell |
-2,636
| Closed | -$204K | – | 90 |
|
|
2017
Q1 | $204K | Buy |
+2,636
| New | +$187K | 0.22% | 82 |
|
Other funds holding ETN
BigSur Wealth Management's ETN Position: Q1 2026 in Review
BigSur Wealth Management sold out of Eaton (ETN) in Q1 2026, closing a stake of 1,005 shares — an estimated $320K sold.
BigSur Wealth Management first reported a position in ETN in Q1 2017 and held it in 28 quarters. The position peaked at $456K in Q4 2021. 2,522 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- BigSur Wealth Management reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
- BigSur Wealth Management sold 1,005 Eaton shares in Q1 2026, an estimated $320K.
- BigSur Wealth Management first reported a position in Eaton in Q1 2017 and held it in 28 quarters.
- BigSur Wealth Management's Eaton position peaked at $456K in Q4 2021.
- 2,522 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on BigSur Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.