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Connecticut Wealth Management’s Eaton ETN Stock Holding History

Connecticut Wealth Management’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 		$551K Buy
1,540
+105
+7% +$37.4K 0.02% 218
2025
Q4 		$457K Sell
1,435
-6
-0.4% -$2.13K 0.02% 233
2025
Q3 		$539K Sell
1,441
-6
-0.4% -$2.18K 0.02% 228
2025
Q2 		$517K Hold
1,447
– – 0.02% 214
2025
Q1 		$393K Hold
1,447
– – 0.02% 227
2024
Q4 		$480K Buy
1,447
+216
+18% +$75.8K 0.02% 190
2024
Q3 		$408K Sell
1,231
-102
-8% -$31.2K 0.02% 234
2024
Q2 		$418K Buy
1,333
+116
+10% +$37.5K 0.02% 230
2024
Q1 		$381K Sell
1,217
-84
-6% -$23K 0.02% 245
2023
Q4 		$313K Buy
+1,301
New +$287K 0.02% 263

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

Connecticut Wealth Management's ETN Position: Q1 2026 in Review

Connecticut Wealth Management increased its Eaton (ETN) stake by 7.3% in Q1 2026, buying an estimated $37.4K and bringing the position to 1,540 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #218.

Connecticut Wealth Management first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Connecticut Wealth Management held 1,540 shares of Eaton worth $551K as of Q1 2026.
  • Connecticut Wealth Management bought 105 Eaton shares in Q1 2026, an estimated $37.4K.
  • Eaton made up 0.02% of Connecticut Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Connecticut Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.