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Daymark Wealth Partners’s Eaton ETN Stock Holding History

Daymark Wealth Partners’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 		$13M Buy
36,261
+7,269
+25% +$2.59M 0.41% 51
2025
Q4 		$9.23M Buy
28,992
+7,173
+33% +$2.54M 0.29% 66
2025
Q3 		$8.17M Sell
21,819
-749
-3% -$272K 0.28% 74
2025
Q2 		$8.06M Buy
22,568
+1,027
+5% +$316K 0.31% 68
2025
Q1 		$5.86M Buy
21,541
+1,810
+9% +$564K 0.25% 85
2024
Q4 		$6.55M Sell
19,731
-367
-2% -$129K 0.28% 76
2024
Q3 		$6.66M Sell
20,098
-28
-0.1% -$8.55K 0.28% 80
2024
Q2 		$6.31M Sell
20,126
-323
-2% -$104K 0.29% 75
2024
Q1 		$6.39M Buy
20,449
+652
+3% +$178K 0.34% 71
2023
Q4 		$4.77M Buy
19,797
+276
+1% +$60.9K 0.29% 83
2023
Q3 		$4.16M Buy
19,521
+3,667
+23% +$791K 0.29% 79
2023
Q2 		$3.19M Buy
15,854
+12,767
+414% +$2.25M 0.24% 89
2023
Q1 		$529K Buy
3,087
+501
+19% +$83.4K 0.07% 182
2022
Q4 		$406K Buy
+2,586
New +$396K 0.07% 164

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

Daymark Wealth Partners's ETN Position: Q1 2026 in Review

Daymark Wealth Partners increased its Eaton (ETN) stake by 25% in Q1 2026, buying an estimated $2.59M and bringing the position to 36,261 shares worth $13M. The position accounts for 0.41% of the portfolio, ranked #51.

Daymark Wealth Partners first reported a position in ETN in Q4 2022 and has held it in 14 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Daymark Wealth Partners held 36,261 shares of Eaton worth $13M as of Q1 2026.
  • Daymark Wealth Partners bought 7,269 Eaton shares in Q1 2026, an estimated $2.59M.
  • Eaton made up 0.41% of Daymark Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Daymark Wealth Partners first reported a position in Eaton in Q4 2022 and has held it in 14 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.