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BWM Planning’s Eaton ETN Stock Holding History

BWM Planning’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
Q2 		$422K Buy
990
+8
+0.8% +$3.23K 0.1% 71
2026
Q1 		$351K Buy
982
+1
+0.1% +$356 0.09% 73
2025
Q4 		$313K Buy
981
+16
+2% +$5.67K 0.08% 75
2025
Q3 		$361K Hold
965
– – 0.11% 67
2025
Q2 		$345K Buy
965
+23
+2% +$7.08K 0.12% 64
2025
Q1 		$256K Buy
942
+5
+0.5% +$1.56K 0.11% 67
2024
Q4 		$311K Hold
937
– – 0.14% 66
2024
Q3 		$311K Buy
+937
New +$286K 0.14% 67

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BWM Planning's ETN Position: Q2 2026 in Review

BWM Planning increased its Eaton (ETN) stake by 0.81% in Q2 2026, buying an estimated $3.23K and bringing the position to 990 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #71.

BWM Planning first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • BWM Planning held 990 shares of Eaton worth $422K as of Q2 2026.
  • BWM Planning bought 8 Eaton shares in Q2 2026, an estimated $3.23K.
  • Eaton made up 0.1% of BWM Planning's portfolio in Q2 2026, its #71 holding.
  • BWM Planning first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.