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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
Q2 		$641K Sell
1,504
-36
-2% -$14.5K 0.02% 210
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 $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 $3.38T AUM 44.17% 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

Connecticut Wealth Management's ETN Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Eaton (ETN) stake by 2.3% in Q2 2026, selling an estimated $14.5K and leaving 1,504 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #210.

Connecticut Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Connecticut Wealth Management held 1,504 shares of Eaton worth $641K as of Q2 2026.
  • Connecticut Wealth Management sold 36 Eaton shares in Q2 2026, an estimated $14.5K.
  • Eaton made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Connecticut Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.