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McDonald Partners’s Eaton ETN Stock Holding History

McDonald 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 		$13.5M Buy
37,648
+565
+2% +$201K 3.18% 3
2025
Q4 		$11.8M Sell
37,083
-1,617
-4% -$573K 3.72% 2
2025
Q3 		$14.5M Sell
38,700
-989
-2% -$360K 4.32% 2
2025
Q2 		$14.2M Buy
39,689
+1,570
+4% +$484K 3.4% 2
2025
Q1 		$10.4M Sell
38,119
-811
-2% -$253K 2.7% 4
2024
Q4 		$12.9M Sell
38,930
-1,667
-4% -$585K 3.3% 3
2024
Q3 		$13.5M Buy
40,597
+298
+0.7% +$91.1K 3.37% 3
2024
Q2 		$12.6M Sell
40,299
-1,590
-4% -$513K 3.39% 3
2024
Q1 		$13.1M Sell
41,889
-1,082
-3% -$296K 3.6% 2
2023
Q4 		$10.3M Sell
42,971
-658
-2% -$145K 3.07% 3
2023
Q3 		$9.31M Buy
43,629
+448
+1% +$96.6K 3.03% 3
2023
Q2 		$8.68M Buy
43,181
+100
+0.2% +$17.6K 2.65% 3
2023
Q1 		$7.38M Sell
43,081
-240
-0.6% -$40K 2.39% 3
2022
Q4 		$6.8M Buy
43,321
+1,575
+4% +$241K 2.32% 3
2022
Q3 		$5.57M Sell
41,746
-7,285
-15% -$1.02M 2.12% 4
2022
Q2 		$6.18M Buy
49,031
+1,165
+2% +$163K 1.58% 8
2022
Q1 		$7.26M Buy
+47,866
New +$7.49M 1.58% 7
2021
Q4 		– Sell
-50,052
Closed -$7.47M – 599
2021
Q3 		$7.47M Buy
50,052
+300
+0.6% +$47.9K 1.75% 5
2021
Q2 		$7.37M Sell
49,752
-440
-0.9% -$63.4K 1.74% 6
2021
Q1 		$6.94M Buy
50,192
+2,670
+6% +$344K 1.78% 6
2020
Q4 		$5.71M Buy
+47,522
New +$5.37M 1.61% 8

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

McDonald Partners's ETN Position: Q1 2026 in Review

McDonald Partners increased its Eaton (ETN) stake by 1.5% in Q1 2026, buying an estimated $201K and bringing the position to 37,648 shares worth $13.5M. The position accounts for 3.18% of the portfolio, ranked #3.

McDonald Partners first reported a position in ETN in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.5M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • McDonald Partners held 37,648 shares of Eaton worth $13.5M as of Q1 2026.
  • McDonald Partners bought 565 Eaton shares in Q1 2026, an estimated $201K.
  • Eaton made up 3.18% of McDonald Partners's portfolio in Q1 2026, its #3 holding.
  • McDonald Partners first reported a position in Eaton in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Eaton position peaked at $14.5M in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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