Perfromance Wealth Partners’s Eaton ETN Stock Holding History

Perfromance 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	$203K	Sell	568 -139	-20%	-$49.5K	0.01%	207
2025 Q4	$225K	Buy	707 +20	+3%	+$7.09K	0.01%	187
2025 Q3	$257K	Buy	687 +12	+2%	+$4.37K	0.01%	176
2025 Q2	$241K	Sell	675 -160	-19%	-$49.3K	0.01%	164
2025 Q1	$227K	Sell	835 -38	-4%	-$11.8K	0.01%	155
2024 Q4	$290K	Sell	873 -7	-0.8%	-$2.46K	0.01%	138
2024 Q3	$292K	Buy	880 +160	+22%	+$48.9K	0.01%	151
2024 Q2	$226K	Hold	720	–	–	0.01%	146
2024 Q1	$225K	Buy	+720	New	+$197K	0.01%	145

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Perfromance Wealth Partners reduced its Eaton (ETN) stake by 20% in Q1 2026, selling an estimated $49.5K and leaving 568 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #207.

Perfromance Wealth Partners first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $292K in Q3 2024. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Perfromance Wealth Partners held 568 shares of Eaton worth $203K as of Q1 2026.
Perfromance Wealth Partners sold 139 Eaton shares in Q1 2026, an estimated $49.5K.
Eaton made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #207 holding.
Perfromance Wealth Partners first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
Perfromance Wealth Partners's Eaton position peaked at $292K in Q3 2024.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.