SHP Wealth Management’s Eaton ETN Stock Holding History

SHP Wealth Management’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	$388K	Sell	1,086 -126	-10%	-$44.8K	0.03%	177
2025 Q4	$386K	Buy	+1,212	New	+$430K	0.03%	172

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's ETN Position: Q1 2026 in Review

SHP Wealth Management reduced its Eaton (ETN) stake by 10% in Q1 2026, selling an estimated $44.8K and leaving 1,086 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #177.

SHP Wealth Management first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,518 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

SHP Wealth Management held 1,086 shares of Eaton worth $388K as of Q1 2026.
SHP Wealth Management sold 126 Eaton shares in Q1 2026, an estimated $44.8K.
Eaton made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #177 holding.
SHP Wealth Management first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
2,518 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.