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Sanchez Wealth Management Group’s Eaton ETN Stock Holding History

Sanchez Wealth Management 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
Q2 		$404K Buy
948
+2
+0.2% +$807 0.07% 40
2026
Q1 		$338K Buy
946
+3
+0.3% +$1.07K 0.07% 42
2025
Q4 		$300K Buy
943
+3
+0.3% +$1.06K 0.06% 43
2025
Q3 		$352K Buy
940
+3
+0.3% +$1.09K 0.08% 37
2025
Q2 		$335K Buy
937
+3
+0.3% +$924 0.08% 37
2025
Q1 		$254K Buy
934
+3
+0.3% +$934 0.07% 42
2024
Q4 		$309K Buy
931
+3
+0.3% +$1.05K 0.08% 40
2024
Q3 		$308K Buy
928
+3
+0.3% +$917 0.09% 36
2024
Q2 		$290K Buy
925
+5
+0.5% +$1.61K 0.09% 35
2024
Q1 		$288K Hold
920
– – 0.1% 37
2023
Q4 		$222K Buy
+920
New +$203K 0.08% 36

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

Sanchez Wealth Management Group's ETN Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its Eaton (ETN) stake by 0.21% in Q2 2026, buying an estimated $807 and bringing the position to 948 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #40.

Sanchez Wealth Management Group first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sanchez Wealth Management Group held 948 shares of Eaton worth $404K as of Q2 2026.
  • Sanchez Wealth Management Group bought 2 Eaton shares in Q2 2026, an estimated $807.
  • Eaton made up 0.07% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #40 holding.
  • Sanchez Wealth Management Group first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.