MWP
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Meredith Wealth Planning's ETN Position: Q2 2026 in Review

Meredith Wealth Planning held its Eaton (ETN) position steady in Q2 2026 at 561 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #69.

Meredith Wealth Planning first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Meredith Wealth Planning held 561 shares of Eaton worth $239K as of Q2 2026.
  • Meredith Wealth Planning left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.06% of Meredith Wealth Planning's portfolio in Q2 2026, its #69 holding.
  • Meredith Wealth Planning first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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