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
Q1 		$465K Sell
1,300
-300
-19% -$107K 0.01% 513
2025
Q4 		$510K Hold
1,600
– – 0.01% 491
2025
Q3 		$599K Buy
+1,600
New +$582K 0.01% 444
2025
Q2 		– Hold
0
– – – 444
2025
Q1 		– Hold
0
– – – 452

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

Mission Wealth Management's ETN Position: Q1 2026 in Review

Mission Wealth Management reduced its Eaton (ETN) stake by 27% in Q1 2026, selling an estimated $1.15M and leaving 8,710 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #159.

Mission Wealth Management first reported a position in ETN in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.84M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Mission Wealth Management held 8,710 shares of Eaton worth $3.12M as of Q1 2026.
  • Mission Wealth Management sold 3,230 Eaton shares in Q1 2026, an estimated $1.15M.
  • Eaton made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Mission Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 22 quarters since.
  • Mission Wealth Management's Eaton position peaked at $4.84M in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.