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Burling Wealth Partners’s Eaton ETN Stock Holding History

Burling Wealth Partners’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 		$4.8M Buy
13,428
+2,132
+19% +$759K 0.78% 36
2025
Q4 		$3.6M Buy
11,296
+4,366
+63% +$1.55M 0.56% 48
2025
Q3 		$2.59M Buy
+6,930
New +$2.52M 0.43% 63

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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

Burling Wealth Partners's ETN Position: Q1 2026 in Review

Burling Wealth Partners increased its Eaton (ETN) stake by 19% in Q1 2026, buying an estimated $759K and bringing the position to 13,428 shares worth $4.8M. The position accounts for 0.78% of the portfolio, ranked #36.

Burling Wealth Partners first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Burling Wealth Partners held 13,428 shares of Eaton worth $4.8M as of Q1 2026.
  • Burling Wealth Partners bought 2,132 Eaton shares in Q1 2026, an estimated $759K.
  • Eaton made up 0.78% of Burling Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • Burling Wealth Partners first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.