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Mowery & Schoenfeld Wealth Management’s Eaton ETN Stock Holding History

Mowery & Schoenfeld 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 		$251K Hold
590
– – 0.34% 50
2026
Q1 		$211K Hold
590
– – 0.32% 52
2025
Q4 		$188K Hold
590
– – 0.27% 60
2025
Q3 		$221K Sell
590
-84
-12% -$30.6K 0.38% 47
2025
Q2 		$241K Hold
674
– – 0.37% 42
2025
Q1 		$183K Hold
674
– – 0.36% 50
2024
Q4 		$224K Buy
+674
New +$237K 0.43% 41

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's ETN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 590 shares worth $251K. The position accounts for 0.34% of the portfolio, ranked #50.

Mowery & Schoenfeld Wealth Management first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 590 shares of Eaton worth $251K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.34% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.