Schneider Downs Wealth Management Advisors’s Eaton ETN Stock Holding History

Schneider Downs Wealth Management Advisors’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	$637K	Sell	1,780 -35	-2%	-$12.5K	0.07%	85
2025 Q4	$578K	Hold	1,815	–	–	0.07%	88
2025 Q3	$679K	Sell	1,815 -3,754	-67%	-$1.37M	0.08%	82
2025 Q2	$1.99M	Hold	5,569	–	–	0.3%	46
2025 Q1	$1.51M	Hold	5,569	–	–	0.27%	46
2024 Q4	$1.85M	Hold	5,569	–	–	0.35%	38
2024 Q3	$1.85M	Hold	5,569	–	–	0.38%	36
2024 Q2	$1.75M	Hold	5,569	–	–	0.39%	37
2024 Q1	$1.74M	Buy	5,569 +54	+1%	+$14.8K	0.4%	36
2023 Q4	$1.33M	Sell	5,515 -1,706	-24%	-$377K	0.35%	42
2023 Q3	$1.54M	Buy	7,221 +3,370	+88%	+$727K	0.36%	35
2023 Q2	$774K	Hold	3,851	–	–	0.18%	50
2023 Q1	$660K	Hold	3,851	–	–	0.14%	55
2022 Q4	$604K	Sell	3,851 -231	-6%	-$35.4K	0.13%	55
2022 Q3	$544K	Sell	4,082 -1,098	-21%	-$154K	0.16%	59
2022 Q2	$653K	Hold	5,180	–	–	0.18%	59
2022 Q1	$786K	Sell	5,180 -357	-6%	-$55.9K	0.2%	51
2021 Q4	$957K	Sell	5,537 -87	-2%	-$14.4K	0.23%	49
2021 Q3	$840K	Buy	5,624 +383	+7%	+$61.2K	0.22%	52
2021 Q2	$777K	Buy	5,241 +3	+0.1%	+$432	0.2%	50
2021 Q1	$724K	Buy	5,238 +107	+2%	+$13.8K	0.18%	51
2020 Q4	$616K	Buy	5,131 +90	+2%	+$10.2K	0.17%	42
2020 Q3	$514K	Buy	5,041 +5	+0.1%	+$489	0.17%	46
2020 Q2	$441K	Hold	5,036	–	–	0.15%	46
2020 Q1	$391K	Buy	5,036 +1,185	+31%	+$109K	0.14%	49
2019 Q4	$365K	Hold	3,851	–	–	0.11%	42
2019 Q3	$320K	Hold	3,851	–	–	0.1%	43
2019 Q2	$321K	Buy	+3,851	New	+$312K	0.11%	49

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

Schneider Downs Wealth Management Advisors's ETN Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Eaton (ETN) stake by 1.9% in Q1 2026, selling an estimated $12.5K and leaving 1,780 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #85.

Schneider Downs Wealth Management Advisors first reported a position in ETN in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.99M in Q2 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Schneider Downs Wealth Management Advisors held 1,780 shares of Eaton worth $637K as of Q1 2026.
Schneider Downs Wealth Management Advisors sold 35 Eaton shares in Q1 2026, an estimated $12.5K.
Eaton made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #85 holding.
Schneider Downs Wealth Management Advisors first reported a position in Eaton in Q2 2019 and has held it in 28 quarters since.
Schneider Downs Wealth Management Advisors's Eaton position peaked at $1.99M in Q2 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.