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Robertson Stephens Wealth Management’s Eaton ETN Stock Holding History

Robertson Stephens Wealth 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
Q2 		$2.82M Buy
6,607
+3
+0% +$1.21K 0.07% 178
2026
Q1 		$2.36M Buy
6,604
+59
+0.9% +$21K 0.07% 190
2025
Q4 		$2.08M Buy
6,545
+22
+0.3% +$7.8K 0.05% 208
2025
Q3 		$2.44M Sell
6,523
-76
-1% -$27.6K 0.07% 168
2025
Q2 		$2.36M Sell
6,599
-866
-12% -$267K 0.08% 171
2025
Q1 		$2.03M Sell
7,465
-17
-0.2% -$5.29K 0.07% 189
2024
Q4 		$2.48M Buy
7,482
+68
+0.9% +$23.9K 0.09% 177
2024
Q3 		$2.46M Buy
7,414
+399
+6% +$122K 0.09% 173
2024
Q2 		$2.2M Buy
7,015
+629
+10% +$203K 0.11% 143
2024
Q1 		$2M Buy
6,386
+231
+4% +$63.2K 0.11% 156
2023
Q4 		$1.48M Buy
6,155
+1,815
+42% +$401K 0.09% 179
2023
Q3 		$926K Buy
4,340
+2,124
+96% +$458K 0.06% 218
2023
Q2 		$446K Sell
2,216
-34
-2% -$5.98K 0.03% 296
2023
Q1 		$386K Sell
2,250
-25
-1% -$4.16K 0.03% 329
2022
Q4 		$357K Buy
2,275
+691
+44% +$106K 0.03% 304
2022
Q3 		$211K Sell
1,584
-1,167
-42% -$163K 0.02% 338
2022
Q2 		$346K Sell
2,751
-973
-26% -$136K 0.03% 284
2022
Q1 		$565K Sell
3,724
-2,121
-36% -$332K 0.05% 241
2021
Q4 		$1.01M Buy
5,845
+2,904
+99% +$481K 0.09% 185
2021
Q3 		$439K Sell
2,941
-583
-17% -$93.2K 0.05% 218
2021
Q2 		$522K Sell
3,524
-8
-0.2% -$1.15K 0.06% 205
2021
Q1 		$488K Buy
3,532
+86
+2% +$11.1K 0.08% 180
2020
Q4 		$414K Hold
3,446
– – 0.09% 152
2020
Q3 		$351K Sell
3,446
-179
-5% -$17.5K 0.09% 165
2020
Q2 		$317K Sell
3,625
-2,526
-41% -$208K 0.09% 140
2020
Q1 		$478K Buy
+6,151
New +$564K 0.16% 107
2019
Q4 		– Sell
-2,426
Closed -$202K – 108
2019
Q3 		$202K Buy
+2,426
New +$197K 0.1% 119

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Robertson Stephens Wealth Management's ETN Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Eaton (ETN) stake by 0.05% in Q2 2026, buying an estimated $1.21K and bringing the position to 6,607 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #178.

Robertson Stephens Wealth Management first reported a position in ETN in Q3 2019 and has held it in 27 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,607 shares of Eaton worth $2.82M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
  • Eaton made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Robertson Stephens Wealth Management first reported a position in Eaton in Q3 2019 and has held it in 27 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.