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O'Brien Wealth Partners’s Eaton ETN Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$8.28K Hold
26
– – ﹤0.01% 104
2025
Q3 		$9.73K Hold
26
– – ﹤0.01% 92
2025
Q2 		$9.28K Buy
+26
New +$8.01K ﹤0.01% 79
2024
Q3 		– Sell
-3
Closed -$941 – 70
2024
Q2 		$941 Hold
3
– – ﹤0.01% 61
2024
Q1 		$938 Buy
+3
New +$820 ﹤0.01% 66
2023
Q1 		– Sell
-979
Closed -$154K – 60
2022
Q4 		$154K Buy
+979
New +$150K 0.06% 48

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

O'Brien Wealth Partners's ETN Position: Q4 2025 in Review

O'Brien Wealth Partners held its Eaton (ETN) position steady in Q4 2025 at 26 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #104.

O'Brien Wealth Partners first reported a position in ETN in Q4 2022 and has held it in 6 quarters since. The position peaked at $154K in Q4 2022. 2,464 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • O'Brien Wealth Partners held 26 shares of Eaton worth $8.28K as of Q4 2025.
  • O'Brien Wealth Partners left its Eaton share count unchanged in Q4 2025.
  • Eaton made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #104 holding.
  • O'Brien Wealth Partners first reported a position in Eaton in Q4 2022 and has held it in 6 quarters since.
  • O'Brien Wealth Partners's Eaton position peaked at $154K in Q4 2022.
  • 2,464 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.