MWM
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Mission Wealth Management’s Eaton ETN Stock Holding History

Mission 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 		$4.71M Buy
11,059
+2,349
+27% +$947K 0.06% 180
2026
Q1 		$3.12M Sell
8,710
-3,230
-27% -$1.15M 0.06% 159
2025
Q4 		$3.8M Sell
11,940
-1,003
-8% -$355K 0.08% 146
2025
Q3 		$4.84M Sell
12,943
-307
-2% -$112K 0.1% 121
2025
Q2 		$4.73M Sell
13,250
-267
-2% -$82.2K 0.1% 122
2025
Q1 		$3.67M Buy
13,517
+8,500
+169% +$2.65M 0.09% 128
2024
Q4 		$1.67M Buy
5,017
+218
+5% +$76.5K 0.04% 208
2024
Q3 		$1.59M Buy
4,799
+269
+6% +$82.2K 0.04% 212
2024
Q2 		$1.42M Buy
4,530
+251
+6% +$81K 0.04% 211
2024
Q1 		$1.34M Sell
4,279
-27
-0.6% -$7.38K 0.04% 233
2023
Q4 		$1.04M Buy
4,306
+366
+9% +$80.8K 0.03% 230
2023
Q3 		$840K Sell
3,940
-216
-5% -$46.6K 0.03% 247
2023
Q2 		$836K Buy
4,156
+190
+5% +$33.4K 0.03% 254
2023
Q1 		$680K Buy
3,966
+34
+0.9% +$5.66K 0.03% 288
2022
Q4 		$617K Buy
3,932
+1,760
+81% +$270K 0.03% 285
2022
Q3 		$290K Buy
2,172
+24
+1% +$3.36K 0.02% 402
2022
Q2 		$271K Buy
2,148
+86
+4% +$12K 0.01% 414
2022
Q1 		$313K Sell
2,062
-20
-1% -$3.13K 0.01% 408
2021
Q4 		$360K Buy
2,082
+134
+7% +$22.2K 0.02% 388
2021
Q3 		$291K Buy
1,948
+14
+0.7% +$2.24K 0.01% 412
2021
Q2 		$287K Buy
1,934
+88
+5% +$12.7K 0.02% 408
2021
Q1 		$255K Sell
1,846
-10
-0.5% -$1.29K 0.01% 393
2020
Q4 		$223K Buy
+1,856
New +$210K 0.01% 387

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mission Wealth Management increased its Eaton (ETN) stake by 27% in Q2 2026, buying an estimated $947K and bringing the position to 11,059 shares worth $4.71M. The position accounts for 0.06% of the portfolio, ranked #180.

Mission Wealth Management first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.84M in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Mission Wealth Management held 11,059 shares of Eaton worth $4.71M as of Q2 2026.
  • Mission Wealth Management bought 2,349 Eaton shares in Q2 2026, an estimated $947K.
  • Eaton made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Mission Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • Mission Wealth Management's Eaton position peaked at $4.84M in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.