Patrick M. Sweeney & Associates’s Eaton ETN Stock Holding History

Patrick M. Sweeney & Associates’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	$1.53M	Buy	3,600 +73	+2%	+$29.4K	0.88%	24
2026 Q1	$1.26M	Buy	3,527 +15	+0.4%	+$5.34K	0.81%	27
2025 Q4	$1.12M	Hold	3,512	–	–	0.7%	32
2025 Q3	$1.31M	Buy	3,512 +15	+0.4%	+$5.46K	0.85%	24
2025 Q2	$1.27M	Buy	3,497 +20	+0.6%	+$6.16K	0.87%	24
2025 Q1	$945K	Hold	3,477	–	–	0.71%	33
2024 Q4	$1.15M	Buy	3,477 +42	+1%	+$14.7K	0.86%	24
2024 Q3	$1.14M	Sell	3,435 -32	-0.9%	-$9.78K	0.84%	26
2024 Q2	$1.09M	Hold	3,467	–	–	0.88%	25
2024 Q1	$1.08M	Buy	3,467 +87	+3%	+$23.8K	0.89%	24
2023 Q4	$814K	Buy	+3,380	New	+$746K	0.74%	31

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Patrick M. Sweeney & Associates's ETN Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Eaton (ETN) stake by 2.1% in Q2 2026, buying an estimated $29.4K and bringing the position to 3,600 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #24.

Patrick M. Sweeney & Associates first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Patrick M. Sweeney & Associates held 3,600 shares of Eaton worth $1.53M as of Q2 2026.
Patrick M. Sweeney & Associates bought 73 Eaton shares in Q2 2026, an estimated $29.4K.
Eaton made up 0.88% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #24 holding.
Patrick M. Sweeney & Associates first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.