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High Net Worth Advisory Group’s Eaton ETN Stock Holding History

High Net Worth Advisory 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 		$801K Buy
2,239
+39
+2% +$13.9K 0.19% 113
2025
Q4 		$701K Hold
2,200
– – 0.16% 117
2025
Q3 		$823K Buy
2,200
+11
+0.5% +$4K 0.2% 105
2025
Q2 		$781K Sell
2,189
-47
-2% -$14.5K 0.21% 101
2025
Q1 		$608K Sell
2,236
-15
-0.7% -$4.67K 0.17% 110
2024
Q4 		$747K Sell
2,251
-125
-5% -$43.9K 0.21% 102
2024
Q3 		$788K Hold
2,376
– – 0.22% 97
2024
Q2 		$745K Buy
2,376
+12
+0.5% +$3.87K 0.23% 93
2024
Q1 		$739K Buy
2,364
+300
+15% +$82K 0.23% 94
2023
Q4 		$497K Sell
2,064
-28
-1% -$6.18K 0.18% 109
2023
Q3 		$446K Sell
2,092
-15
-0.7% -$3.23K 0.18% 111
2023
Q2 		$424K Buy
2,107
+15
+0.7% +$2.64K 0.16% 122
2023
Q1 		$358K Hold
2,092
– – 0.15% 128
2022
Q4 		$328K Buy
2,092
+300
+17% +$46K 0.13% 140
2022
Q3 		$239K Hold
1,792
– – 0.1% 163
2022
Q2 		$226K Hold
1,792
– – 0.09% 174
2022
Q1 		$272K Hold
1,792
– – 0.1% 152
2021
Q4 		$310K Buy
+1,792
New +$297K 0.11% 156

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

High Net Worth Advisory Group's ETN Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Eaton (ETN) stake by 1.8% in Q1 2026, buying an estimated $13.9K and bringing the position to 2,239 shares worth $801K. The position accounts for 0.19% of the portfolio, ranked #113.

High Net Worth Advisory Group first reported a position in ETN in Q4 2021 and has held it in 18 quarters since. The position peaked at $823K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • High Net Worth Advisory Group held 2,239 shares of Eaton worth $801K as of Q1 2026.
  • High Net Worth Advisory Group bought 39 Eaton shares in Q1 2026, an estimated $13.9K.
  • Eaton made up 0.19% of High Net Worth Advisory Group's portfolio in Q1 2026, its #113 holding.
  • High Net Worth Advisory Group first reported a position in Eaton in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Eaton position peaked at $823K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.