Sagespring Wealth Partners’s Eaton ETN Stock Holding History

Sagespring 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 Q1	$6.95M	Sell	19,418 -116	-0.6%	-$41.3K	0.13%	95
2025 Q4	$6.22M	Sell	19,534 -329	-2%	-$117K	0.11%	98
2025 Q3	$7.43M	Buy	19,863 +260	+1%	+$94.6K	0.15%	81
2025 Q2	$7M	Buy	19,603 +551	+3%	+$170K	0.15%	79
2025 Q1	$5.18M	Sell	19,052 -381	-2%	-$119K	0.13%	86
2024 Q4	$6.45M	Buy	+19,433	New	+$6.82M	0.17%	65

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sagespring Wealth Partners's ETN Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Eaton (ETN) stake by 0.59% in Q1 2026, selling an estimated $41.3K and leaving 19,418 shares worth $6.95M. The position accounts for 0.13% of the portfolio, ranked #95.

Sagespring Wealth Partners first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.43M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Sagespring Wealth Partners held 19,418 shares of Eaton worth $6.95M as of Q1 2026.
Sagespring Wealth Partners sold 116 Eaton shares in Q1 2026, an estimated $41.3K.
Eaton made up 0.13% of Sagespring Wealth Partners's portfolio in Q1 2026, its #95 holding.
Sagespring Wealth Partners first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Eaton position peaked at $7.43M in Q3 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.