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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
Q2 		$2.87M Buy
6,725
+883
+15% +$356K 0.18% 87
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 $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

Strategic Wealth Partners's ETN Position: Q2 2026 in Review

Strategic Wealth Partners increased its Eaton (ETN) stake by 15% in Q2 2026, buying an estimated $356K and bringing the position to 6,725 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #87.

Strategic Wealth Partners first reported a position in ETN in Q1 2018 and has held it in 19 quarters since. The position peaked at $9.48M in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Strategic Wealth Partners held 6,725 shares of Eaton worth $2.87M as of Q2 2026.
  • Strategic Wealth Partners bought 883 Eaton shares in Q2 2026, an estimated $356K.
  • Eaton made up 0.18% of Strategic Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Strategic Wealth Partners first reported a position in Eaton in Q1 2018 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Eaton position peaked at $9.48M in Q3 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.