BW
ETN icon

BIP Wealth’s Eaton ETN Stock Holding History

BIP 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 		$1.71M Sell
4,789
-22
-0.5% -$7.83K 0.07% 142
2025
Q4 		$1.53M Buy
+4,811
New +$1.7M 0.05% 164
2025
Q3 		– Sell
-1,121
Closed -$400K – 307
2025
Q2 		$400K Buy
1,121
+65
+6% +$20K 0.02% 172
2025
Q1 		$287K Sell
1,056
-126
-11% -$39.2K 0.02% 212
2024
Q4 		$392K Sell
1,182
-98
-8% -$34.4K 0.03% 175
2024
Q3 		$424K Buy
1,280
+446
+53% +$136K 0.03% 147
2024
Q2 		$262K Hold
834
– – 0.02% 162
2024
Q1 		$261K Buy
+834
New +$228K 0.02% 178

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

BIP Wealth's ETN Position: Q1 2026 in Review

BIP Wealth reduced its Eaton (ETN) stake by 0.46% in Q1 2026, selling an estimated $7.83K and leaving 4,789 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #142.

BIP Wealth first reported a position in ETN in Q1 2024 and has held it in 8 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • BIP Wealth held 4,789 shares of Eaton worth $1.71M as of Q1 2026.
  • BIP Wealth sold 22 Eaton shares in Q1 2026, an estimated $7.83K.
  • Eaton made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #142 holding.
  • BIP Wealth first reported a position in Eaton in Q1 2024 and has held it in 8 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.