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Strategic Wealth Partners’s Eaton ETN Stock Holding History

Strategic 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 		$2.09M Buy
5,842
+3,515
+151% +$1.25M 0.14% 108
2025
Q4 		$741K Sell
2,327
-22,991
-91% -$8.15M 0.05% 171
2025
Q3 		$9.48M Buy
25,318
+658
+3% +$239K 0.71% 46
2025
Q2 		$8.8M Buy
+24,660
New +$7.59M 0.69% 48
2024
Q4 		$368K Buy
1,194
+167
+16% +$58.6K 0.03% 240
2024
Q3 		$340K Buy
1,027
+30
+3% +$9.17K 0.03% 241
2024
Q2 		$313K Sell
997
-5
-0.5% -$1.61K 0.03% 236
2024
Q1 		$313K Buy
1,002
+80
+9% +$21.9K 0.03% 225
2023
Q4 		$222K Sell
922
-273
-23% -$60.3K 0.03% 258
2023
Q3 		$255K Hold
1,195
– – 0.03% 252
2023
Q2 		$240K Buy
+1,195
New +$210K 0.03% 264
2019
Q4 		– Sell
-2,184
Closed -$8.07K – 242
2019
Q3 		$8.07K Sell
2,184
-9,270
-81% -$751K 0.04% 154
2019
Q2 		$954K Sell
11,454
-1,988
-15% -$161K 0.46% 65
2019
Q1 		$1.11M Buy
13,442
+1,087
+9% +$82.9K 0.51% 60
2018
Q4 		$873K Buy
12,355
+94
+0.8% +$7.03K 0.44% 73
2018
Q3 		$1.06M Buy
12,261
+1,538
+14% +$126K 0.57% 60
2018
Q2 		$801K Buy
10,723
+822
+8% +$63.6K 0.46% 71
2018
Q1 		$791K Buy
+9,901
New +$812K 0.41% 87

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

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

Strategic Wealth Partners increased its Eaton (ETN) stake by 151% in Q1 2026, buying an estimated $1.25M and bringing the position to 5,842 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #108.

Strategic Wealth Partners first reported a position in ETN in Q1 2018 and has held it in 18 quarters since. The position peaked at $9.48M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Strategic Wealth Partners held 5,842 shares of Eaton worth $2.09M as of Q1 2026.
  • Strategic Wealth Partners bought 3,515 Eaton shares in Q1 2026, an estimated $1.25M.
  • Eaton made up 0.14% of Strategic Wealth Partners's portfolio in Q1 2026, its #108 holding.
  • Strategic Wealth Partners first reported a position in Eaton in Q1 2018 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Eaton position peaked at $9.48M in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.