Meredith Wealth Planning
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Meredith Wealth Planning’s Eaton ETN Stock Holding History

Meredith Wealth Planning’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
Q3 		$242K Buy
564
+3
+0.5% +$1.25K 0.06% 74
2026
Q2 		$239K Hold
561
– – 0.06% 69
2026
Q1 		$201K Buy
+561
New +$200K 0.05% 70
2025
Q4 		– Sell
-561
Closed -$210K – 63
2025
Q3 		$210K Hold
561
– – 0.07% 62
2025
Q2 		$200K Buy
+561
New +$173K 0.07% 60

Other funds holding ETN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Meredith Wealth Planning's ETN Position: Q3 2026 in Review

Meredith Wealth Planning increased its Eaton (ETN) stake by 0.53% in Q3 2026, buying an estimated $1.25K and bringing the position to 564 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #74.

Meredith Wealth Planning first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 1,332 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Meredith Wealth Planning held 564 shares of Eaton worth $242K as of Q3 2026.
  • Meredith Wealth Planning bought 3 Eaton shares in Q3 2026, an estimated $1.25K.
  • Eaton made up 0.06% of Meredith Wealth Planning's portfolio in Q3 2026, its #74 holding.
  • Meredith Wealth Planning first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.