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Private Wealth Asset Management’s Eaton ETN Stock Holding History

Private Wealth Asset Management’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 		$2.21M Buy
6,179
+17
+0.3% +$6.05K 0.24% 71
2025
Q4 		$1.96M Sell
6,162
-47
-0.8% -$16.7K 0.21% 74
2025
Q3 		$2.32M Buy
6,209
+2
+0% +$727 0.27% 60
2025
Q2 		$2.22M Sell
6,207
-4
-0.1% -$1.23K 0.29% 58
2025
Q1 		$1.69M Buy
+6,211
New +$1.93M 0.24% 70

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

Private Wealth Asset Management's ETN Position: Q1 2026 in Review

Private Wealth Asset Management increased its Eaton (ETN) stake by 0.28% in Q1 2026, buying an estimated $6.05K and bringing the position to 6,179 shares worth $2.21M. The position accounts for 0.24% of the portfolio, ranked #71.

Private Wealth Asset Management first reported a position in ETN in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Private Wealth Asset Management held 6,179 shares of Eaton worth $2.21M as of Q1 2026.
  • Private Wealth Asset Management bought 17 Eaton shares in Q1 2026, an estimated $6.05K.
  • Eaton made up 0.24% of Private Wealth Asset Management's portfolio in Q1 2026, its #71 holding.
  • Private Wealth Asset Management first reported a position in Eaton in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Eaton position peaked at $2.32M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.