Private Wealth Partners’s Eaton ETN Stock Holding History

Private 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	$3.53M	Buy	9,862 +2,162	+28%	+$769K	0.27%	51
2025 Q4	$2.45M	Buy	7,700 +2,862	+59%	+$1.01M	0.17%	64
2025 Q3	$1.81M	Buy	4,838 +2,272	+89%	+$826K	0.13%	70
2025 Q2	$916K	Buy	+2,566	New	+$790K	0.07%	98

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

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

Private Wealth Partners increased its Eaton (ETN) stake by 28% in Q1 2026, buying an estimated $769K and bringing the position to 9,862 shares worth $3.53M. The position accounts for 0.27% of the portfolio, ranked #51.

Private Wealth Partners first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Private Wealth Partners held 9,862 shares of Eaton worth $3.53M as of Q1 2026.
Private Wealth Partners bought 2,162 Eaton shares in Q1 2026, an estimated $769K.
Eaton made up 0.27% of Private Wealth Partners's portfolio in Q1 2026, its #51 holding.
Private Wealth Partners first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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