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Portside Wealth Group’s Eaton ETN Stock Holding History

Portside Wealth Group’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 		$764K Buy
1,794
+285
+19% +$115K 0.09% 225
2026
Q1 		$540K Buy
1,509
+544
+56% +$194K 0.07% 245
2025
Q4 		$307K Sell
965
-3
-0.3% -$1.06K 0.04% 355
2025
Q3 		$362K Buy
968
+322
+50% +$117K 0.05% 329
2025
Q2 		$231K Buy
+646
New +$199K 0.03% 413

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Portside Wealth Group's ETN Position: Q2 2026 in Review

Portside Wealth Group increased its Eaton (ETN) stake by 19% in Q2 2026, buying an estimated $115K and bringing the position to 1,794 shares worth $764K. The position accounts for 0.09% of the portfolio, ranked #225.

Portside Wealth Group first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Portside Wealth Group held 1,794 shares of Eaton worth $764K as of Q2 2026.
  • Portside Wealth Group bought 285 Eaton shares in Q2 2026, an estimated $115K.
  • Eaton made up 0.09% of Portside Wealth Group's portfolio in Q2 2026, its #225 holding.
  • Portside Wealth Group first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.