Ridgecrest Wealth Partners’s Eaton ETN Stock Holding History

Ridgecrest 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 Q2	$204K	Buy	+478	New	+$193K	0.1%	108
2025 Q4	–	Sell	-728	Closed	-$272K	–	107
2025 Q3	$272K	Hold	728	–	–	0.12%	93
2025 Q2	$260K	Buy	+728	New	+$224K	0.14%	90
2025 Q1	–	Sell	-828	Closed	-$275K	–	114
2024 Q4	$275K	Sell	828 -350	-30%	-$123K	0.15%	82
2024 Q3	$390K	Buy	1,178 +100	+9%	+$30.6K	0.2%	73
2024 Q2	$338K	Hold	1,078	–	–	0.2%	75
2024 Q1	$337K	Hold	1,078	–	–	0.2%	74
2023 Q4	$260K	Hold	1,078	–	–	0.17%	80
2023 Q3	$230K	Hold	1,078	–	–	0.16%	85
2023 Q2	$217K	Buy	+1,078	New	+$190K	0.14%	92

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

Ridgecrest Wealth Partners's ETN Position: Q2 2026 in Review

Ridgecrest Wealth Partners opened a new position in Eaton (ETN) in Q2 2026: 478 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #108 among its holdings. This is a return to the name: Ridgecrest Wealth Partners previously reported a position in ETN as recently as Q3 2025.

Ridgecrest Wealth Partners first reported a position in ETN in Q2 2023 and has held it in 10 quarters since. The position peaked at $390K in Q3 2024. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Ridgecrest Wealth Partners held 478 shares of Eaton worth $204K as of Q2 2026.
Eaton was a new Ridgecrest Wealth Partners position in Q2 2026.
Eaton made up 0.1% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #108 holding.
Ridgecrest Wealth Partners first reported a position in Eaton in Q2 2023 and has held it in 10 quarters since.
Ridgecrest Wealth Partners's Eaton position peaked at $390K in Q3 2024.
2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.