Focus Partners Wealth
ETN icon

Focus Partners Wealth’s Eaton ETN Stock Holding History

Focus Partners Wealth’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 		$59.6M Buy
166,230
+9,065
+6% +$3.23M 0.07% 257
2025
Q4 		$51M Buy
157,165
+54,486
+53% +$19.3M 0.06% 283
2025
Q3 		$38.4M Buy
102,679
+18,815
+22% +$6.84M 0.06% 261
2025
Q2 		$29.9M Buy
83,864
+2,420
+3% +$745K 0.06% 272
2025
Q1 		$22.1M Buy
81,444
+2,787
+4% +$868K 0.06% 303
2024
Q4 		$26.1M Sell
78,657
-68,283
-46% -$24M 0.07% 267
2024
Q3 		$23.9M Buy
146,940
+124,450
+553% +$38M 0.08% 258
2024
Q2 		$7.05M Sell
22,490
-4,363
-16% -$1.41M 0.02% 430
2024
Q1 		$8.4M Sell
26,853
-4,620
-15% -$1.26M 0.07% 240
2023
Q4 		$7.58M Buy
+31,473
New +$6.95M 0.1% 180

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

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

Focus Partners Wealth increased its Eaton (ETN) stake by 5.8% in Q1 2026, buying an estimated $3.23M and bringing the position to 166,230 shares worth $59.6M. The position accounts for 0.07% of the portfolio, ranked #257.

Focus Partners Wealth first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Focus Partners Wealth held 166,230 shares of Eaton worth $59.6M as of Q1 2026.
  • Focus Partners Wealth bought 9,065 Eaton shares in Q1 2026, an estimated $3.23M.
  • Eaton made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #257 holding.
  • Focus Partners Wealth first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.