CWG
ETN icon

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
Q2 		$10.4M Sell
24,488
-3,763
-13% -$1.52M 0.62% 39
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 $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

Cornerstone Wealth Group's ETN Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Eaton (ETN) stake by 13% in Q2 2026, selling an estimated $1.52M and leaving 24,488 shares worth $10.4M. The position accounts for 0.62% of the portfolio, ranked #39.

Cornerstone Wealth Group first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.6M in Q1 2026. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cornerstone Wealth Group held 24,488 shares of Eaton worth $10.4M as of Q2 2026.
  • Cornerstone Wealth Group sold 3,763 Eaton shares in Q2 2026, an estimated $1.52M.
  • Eaton made up 0.62% of Cornerstone Wealth Group's portfolio in Q2 2026, its #39 holding.
  • Cornerstone Wealth Group first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Wealth Group's Eaton position peaked at $11.6M in Q1 2026.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.