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Cornerstone Wealth Group’s Eaton ETN Stock Holding History

Cornerstone Wealth Group’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 		$11.6M Buy
28,251
+417
+1% +$148K 0.74% 33
2025
Q4 		$8.87M Buy
27,834
+201
+0.7% +$71.2K 0.61% 41
2025
Q3 		$10.3M Buy
27,633
+711
+3% +$259K 0.7% 34
2025
Q2 		$9.61M Buy
26,922
+958
+4% +$295K 0.72% 36
2025
Q1 		$7.06M Buy
25,964
+15,788
+155% +$4.92M 0.58% 51
2024
Q4 		$3.38M Sell
10,176
-5,319
-34% -$1.87M 0.28% 90
2024
Q3 		$5.14M Buy
15,495
+465
+3% +$142K 0.42% 62
2024
Q2 		$4.71M Buy
15,030
+37
+0.2% +$11.9K 0.42% 61
2024
Q1 		$4.69M Sell
14,993
-8,056
-35% -$2.2M 0.43% 61
2023
Q4 		$5.55M Buy
23,049
+6,469
+39% +$1.43M 0.8% 31
2023
Q3 		$3.54M Sell
16,580
-1,100
-6% -$237K 0.63% 58
2023
Q2 		$3.56M Sell
17,680
-5
-0% -$879 0.64% 63
2023
Q1 		$3.03M Buy
17,685
+467
+3% +$77.7K 0.54% 69
2022
Q4 		$2.7M Buy
+17,218
New +$2.64M 0.51% 65

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

Cornerstone Wealth Group's ETN Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Eaton (ETN) stake by 1.5% in Q1 2026, buying an estimated $148K and bringing the position to 28,251 shares worth $11.6M. The position accounts for 0.74% of the portfolio, ranked #33.

Cornerstone Wealth Group first reported a position in ETN in Q4 2022 and has held it in 14 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Cornerstone Wealth Group held 28,251 shares of Eaton worth $11.6M as of Q1 2026.
  • Cornerstone Wealth Group bought 417 Eaton shares in Q1 2026, an estimated $148K.
  • Eaton made up 0.74% of Cornerstone Wealth Group's portfolio in Q1 2026, its #33 holding.
  • Cornerstone Wealth Group first reported a position in Eaton in Q4 2022 and has held it in 14 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.