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Sage Private Wealth Group’s Eaton ETN Stock Holding History

Sage Private Wealth Group’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 		$766K Buy
2,143
+87
+4% +$31K 0.39% 31
2025
Q4 		$655K Hold
2,056
– – 0.35% 37
2025
Q3 		$769K Sell
2,056
-351
-15% -$128K 0.43% 31
2025
Q2 		$859K Sell
2,407
-305
-11% -$93.9K 0.55% 20
2025
Q1 		$737K Sell
2,712
-132
-5% -$41.1K 0.56% 19
2024
Q4 		$944K Sell
2,844
-18
-0.6% -$6.32K 0.71% 14
2024
Q3 		$949K Buy
2,862
+681
+31% +$208K 0.75% 12
2024
Q2 		$684K Buy
2,181
+71
+3% +$22.9K 0.58% 18
2024
Q1 		$660K Buy
2,110
+406
+24% +$111K 0.53% 20
2023
Q4 		$410K Sell
1,704
-262
-13% -$57.8K 0.37% 34
2023
Q3 		$419K Buy
1,966
+12
+0.6% +$2.59K 0.58% 18
2023
Q2 		$393K Buy
1,954
+1
+0.1% +$176 0.54% 21
2023
Q1 		$335K Sell
1,953
-261
-12% -$43.4K 0.38% 27
2022
Q4 		$347K Sell
2,214
-66
-3% -$10.1K 0.41% 25
2022
Q3 		$304K Sell
2,280
-460
-17% -$64.4K 0.4% 29
2022
Q2 		$345K Buy
2,740
+472
+21% +$66K 0.5% 27
2022
Q1 		$344K Buy
2,268
+234
+12% +$36.6K 0.33% 33
2021
Q4 		$351K Buy
2,034
+46
+2% +$7.62K 0.44% 28
2021
Q3 		$297K Buy
1,988
+32
+2% +$5.11K 0.41% 28
2021
Q2 		$290K Buy
1,956
+13
+0.7% +$1.87K 0.39% 29
2021
Q1 		$269K Sell
1,943
-90
-4% -$11.6K 0.46% 27
2020
Q4 		$244K Buy
+2,033
New +$230K 0.68% 26

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Sage Private Wealth Group's ETN Position: Q1 2026 in Review

Sage Private Wealth Group increased its Eaton (ETN) stake by 4.2% in Q1 2026, buying an estimated $31K and bringing the position to 2,143 shares worth $766K. The position accounts for 0.39% of the portfolio, ranked #31.

Sage Private Wealth Group first reported a position in ETN in Q4 2020 and has held it in 22 quarters since. The position peaked at $949K in Q3 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Sage Private Wealth Group held 2,143 shares of Eaton worth $766K as of Q1 2026.
  • Sage Private Wealth Group bought 87 Eaton shares in Q1 2026, an estimated $31K.
  • Eaton made up 0.39% of Sage Private Wealth Group's portfolio in Q1 2026, its #31 holding.
  • Sage Private Wealth Group first reported a position in Eaton in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Eaton position peaked at $949K in Q3 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.