RMR Wealth Builders
ETN icon

RMR Wealth Builders’s Eaton ETN Stock Holding History

RMR Wealth Builders’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
Q3 		$518K Sell
1,206
-38
-3% -$15.9K 0.03% 184
2026
Q2 		$530K Buy
1,244
+92
+8% +$37.1K 0.03% 189
2026
Q1 		$412K Sell
1,152
-254
-18% -$90.4K 0.03% 196
2025
Q4 		$448K Buy
1,406
+239
+20% +$84.7K 0.04% 185
2025
Q3 		$437K Sell
1,167
-271
-19% -$98.6K 0.04% 185
2025
Q2 		$513K Sell
1,438
-89
-6% -$27.4K 0.05% 164
2025
Q1 		$415K Sell
1,527
-40
-3% -$12.5K 0.04% 170
2024
Q4 		$520K Sell
1,567
-141
-8% -$49.5K 0.05% 152
2024
Q3 		$566K Buy
1,708
+405
+31% +$124K 0.06% 142
2024
Q2 		$409K Sell
1,303
-137
-10% -$44.2K 0.05% 166
2024
Q1 		$450K Buy
+1,440
New +$394K 0.05% 160

Other funds holding ETN

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

RMR Wealth Builders's ETN Position: Q3 2026 in Review

RMR Wealth Builders reduced its Eaton (ETN) stake by 3.1% in Q3 2026, selling an estimated $15.9K and leaving 1,206 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #184.

RMR Wealth Builders first reported a position in ETN in Q1 2024 and has held it in 11 quarters since. The position peaked at $566K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • RMR Wealth Builders held 1,206 shares of Eaton worth $518K as of Q3 2026.
  • RMR Wealth Builders sold 38 Eaton shares in Q3 2026, an estimated $15.9K.
  • Eaton made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #184 holding.
  • RMR Wealth Builders first reported a position in Eaton in Q1 2024 and has held it in 11 quarters since.
  • RMR Wealth Builders's Eaton position peaked at $566K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.