Mascoma Wealth Management’s Eaton ETN Stock Holding History

Mascoma Wealth Management’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	$126K	Hold	296	–	–	0.02%	124
2026 Q1	$106K	Buy	296 +1	+0.3%	+$356	0.02%	130
2025 Q4	$94K	Buy	295 +6	+2%	+$2.13K	0.02%	138
2025 Q3	$108K	Hold	289	–	–	0.02%	131
2025 Q2	$103K	Hold	289	–	–	0.02%	132
2025 Q1	$78.6K	Hold	289	–	–	0.02%	156
2024 Q4	$95.9K	Buy	289 +108	+60%	+$37.9K	0.02%	145
2024 Q3	$60K	Hold	181	–	–	0.01%	182
2024 Q2	$56.8K	Buy	181 +31	+21%	+$10K	0.02%	180
2024 Q1	$46.9K	Hold	150	–	–	0.01%	189
2023 Q4	$36.1K	Hold	150	–	–	0.01%	214
2023 Q3	$32K	Hold	150	–	–	0.01%	224
2023 Q2	$33K	Sell	150 -69	-32%	-$12.1K	0.01%	221
2023 Q1	$36.6K	Hold	219	–	–	0.01%	268
2022 Q4	$34.4K	Hold	219	–	–	0.01%	276
2022 Q3	$29K	Buy	219 +69	+46%	+$9.65K	0.01%	292
2022 Q2	$19K	Sell	150 -8	-5%	-$1.12K	0.01%	345
2022 Q1	$24K	Hold	158	–	–	0.01%	343
2021 Q4	$27K	Buy	158 +8	+5%	+$1.33K	0.01%	286
2021 Q3	$22K	Buy	+150	New	+$24K	0.01%	280
2021 Q2	–	Sell	-150	Closed	-$21K	–	214
2021 Q1	$21K	Buy	+150	New	+$19.3K	0.01%	289

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mascoma Wealth Management's ETN Position: Q2 2026 in Review

Mascoma Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 296 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #124.

Mascoma Wealth Management first reported a position in ETN in Q1 2021 and has held it in 21 quarters since. 2,654 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Mascoma Wealth Management held 296 shares of Eaton worth $126K as of Q2 2026.
Mascoma Wealth Management left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #124 holding.
Mascoma Wealth Management first reported a position in Eaton in Q1 2021 and has held it in 21 quarters since.
2,654 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.