MCM
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Monument Capital Management’s Eaton ETN Stock Holding History

Monument Capital 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 		$717K Buy
1,683
+26
+2% +$10.5K 0.14% 134
2026
Q1 		$593K Sell
1,657
-265
-14% -$94.3K 0.15% 124
2025
Q4 		$612K Sell
1,922
-52
-3% -$18.4K 0.15% 119
2025
Q3 		$739K Sell
1,974
-386
-16% -$140K 0.18% 113
2025
Q2 		$842K Hold
2,360
– – 0.22% 99
2025
Q1 		$641K Sell
2,360
-55
-2% -$17.1K 0.2% 102
2024
Q4 		$801K Hold
2,415
– – 0.22% 89
2024
Q3 		$800K Hold
2,415
– – 0.22% 86
2024
Q2 		$757K Hold
2,415
– – 0.22% 86
2024
Q1 		$755K Hold
2,415
– – 0.22% 96
2023
Q4 		$582K Buy
2,415
+44
+2% +$9.71K 0.19% 103
2023
Q3 		$506K Buy
2,371
+11
+0.5% +$2.37K 0.17% 100
2023
Q2 		$475K Buy
2,360
+66
+3% +$11.6K 0.15% 101
2023
Q1 		$393K Buy
2,294
+366
+19% +$60.9K 0.13% 114
2022
Q4 		$303K Buy
1,928
+28
+1% +$4.29K 0.1% 127
2022
Q3 		$253K Sell
1,900
-527
-22% -$73.7K 0.09% 129
2022
Q2 		$306K Buy
2,427
+66
+3% +$9.23K 0.12% 117
2022
Q1 		$358K Sell
2,361
-19,694
-89% -$3.08M 0.12% 107
2021
Q4 		$3.81M Sell
22,055
-1,700
-7% -$282K 1.18% 17
2021
Q3 		$3.55M Sell
23,755
-951
-4% -$152K 1.21% 15
2021
Q2 		$3.66M Buy
24,706
+453
+2% +$65.3K 1.27% 15
2021
Q1 		$3.35M Sell
24,253
-662
-3% -$85.3K 1.34% 18
2020
Q4 		$2.99M Sell
24,915
-500
-2% -$56.5K 1.38% 17
2020
Q3 		$2.59M Sell
25,415
-3,137
-11% -$307K 1.37% 19
2020
Q2 		$2.5M Sell
28,552
-603
-2% -$49.6K 1.47% 20
2020
Q1 		$2.27M Sell
29,155
-136
-0.5% -$12.5K 1.63% 21
2019
Q4 		$2.77M Sell
29,291
-171
-0.6% -$15.2K 1.42% 20
2019
Q3 		$2.45M Sell
29,462
-523
-2% -$42.4K 1.33% 29
2019
Q2 		$2.49M Buy
29,985
+589
+2% +$47.7K 1.34% 28
2019
Q1 		$2.37M Sell
29,396
-208
-0.7% -$15.9K 1.35% 30
2018
Q4 		$2.03M Buy
29,604
+1,963
+7% +$147K 1.27% 34
2018
Q3 		$2.4M Buy
27,641
+2,248
+9% +$184K 1.35% 27
2018
Q2 		$1.9M Sell
25,393
-499
-2% -$38.6K 1.32% 33
2018
Q1 		$2.01M Buy
25,892
+4,418
+21% +$363K 1.38% 32
2017
Q4 		$1.7M Buy
+21,474
New +$1.67M 1.2% 46

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

Monument Capital Management's ETN Position: Q2 2026 in Review

Monument Capital Management increased its Eaton (ETN) stake by 1.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,683 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #134.

Monument Capital Management first reported a position in ETN in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.81M in Q4 2021. 969 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Monument Capital Management held 1,683 shares of Eaton worth $717K as of Q2 2026.
  • Monument Capital Management bought 26 Eaton shares in Q2 2026, an estimated $10.5K.
  • Eaton made up 0.14% of Monument Capital Management's portfolio in Q2 2026, its #134 holding.
  • Monument Capital Management first reported a position in Eaton in Q4 2017 and has held it in 35 quarters since.
  • Monument Capital Management's Eaton position peaked at $3.81M in Q4 2021.
  • 969 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.