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Rothschild Capital Partners’s Eaton ETN Stock Holding History

Rothschild Capital 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 		– Sell
-645
Closed -$205K – 99
2025
Q4 		$205K Hold
645
– – 0.05% 87
2025
Q3 		$241K Hold
645
– – 0.06% 86
2025
Q2 		$230K Sell
645
-270
-30% -$83.2K 0.06% 82
2025
Q1 		$249K Buy
915
+161
+21% +$50.1K 0.07% 76
2024
Q4 		$250K Buy
+754
New +$265K 0.06% 83

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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
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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

Rothschild Capital Partners's ETN Position: Q1 2026 in Review

Rothschild Capital Partners sold out of Eaton (ETN) in Q1 2026, closing a stake of 645 shares — an estimated $205K sold.

Rothschild Capital Partners first reported a position in ETN in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q4 2024. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Rothschild Capital Partners reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Rothschild Capital Partners sold 645 Eaton shares in Q1 2026, an estimated $205K.
  • Rothschild Capital Partners first reported a position in Eaton in Q4 2024 and held it in 5 quarters.
  • Rothschild Capital Partners's Eaton position peaked at $250K in Q4 2024.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.