OWP
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ORG Wealth Partners’s Eaton ETN Stock Holding History

ORG 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
2026
Q1 		$34K Hold
95
– – 0.01% 362
2025
Q4 		$30.3K Hold
95
– – 0.01% 357
2025
Q3 		$35.6K Sell
95
-73
-43% -$26.6K 0.01% 341
2025
Q2 		$59.6K Hold
168
– – 0.01% 314
2025
Q1 		$46.5K Sell
168
-191
-53% -$59.5K 0.01% 353
2024
Q4 		$119K Sell
359
-64
-15% -$22.5K 0.04% 156
2024
Q3 		$140K Buy
+423
New +$129K 0.05% 147

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

ORG Wealth Partners's ETN Position: Q1 2026 in Review

ORG Wealth Partners held its Eaton (ETN) position steady in Q1 2026 at 95 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #362.

ORG Wealth Partners first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. The position peaked at $140K in Q3 2024. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • ORG Wealth Partners held 95 shares of Eaton worth $34K as of Q1 2026.
  • ORG Wealth Partners left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #362 holding.
  • ORG Wealth Partners first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Eaton position peaked at $140K in Q3 2024.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.