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
Q2 		$68.6M Sell
160,889
-5,341
-3% -$2.15M 0.07% 257
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 $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

Focus Partners Wealth's ETN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Eaton (ETN) stake by 3.2% in Q2 2026, selling an estimated $2.15M and leaving 160,889 shares worth $68.6M. 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 11 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Focus Partners Wealth held 160,889 shares of Eaton worth $68.6M as of Q2 2026.
  • Focus Partners Wealth sold 5,341 Eaton shares in Q2 2026, an estimated $2.15M.
  • Eaton made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #257 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.