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Summit Wealth Group’s Eaton ETN Stock Holding History

Summit Wealth 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 		$282K Buy
661
+26
+4% +$10.5K 0.06% 112
2026
Q1 		$227K Hold
635
– – 0.05% 119
2025
Q4 		$202K Buy
635
+32
+5% +$11.3K 0.05% 118
2025
Q3 		$226K Hold
603
– – 0.05% 104
2025
Q2 		$215K Buy
+603
New +$186K 0.06% 109
2025
Q1 		– Sell
-642
Closed -$213K – 102
2024
Q4 		$213K Sell
642
-131
-17% -$46K 0.06% 96
2024
Q3 		$256K Hold
773
– – 0.07% 85
2024
Q2 		$242K Hold
773
– – 0.07% 86
2024
Q1 		$242K Buy
+773
New +$211K 0.16% 41
2023
Q4 		– Sell
-1,049
Closed -$224K – 43
2023
Q3 		$224K Hold
1,049
– – 0.2% 36
2023
Q2 		$211K Buy
1,049
+1,043
+17,383% +$183K 0.09% 73
2023
Q1 		$1K Buy
+6
New +$999 0.02% 115
2022
Q1 		– Sell
-1,292
Closed -$223K – 30
2021
Q4 		$223K Sell
1,292
-496
-28% -$82.2K 0.25% 29
2021
Q3 		$267K Buy
1,788
+1,605
+877% +$257K 0.42% 36
2021
Q2 		$27K Buy
183
+25
+16% +$3.6K 0.04% 67
2021
Q1 		$22K Buy
+158
New +$20.4K 0.04% 65

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

Summit Wealth Group's ETN Position: Q2 2026 in Review

Summit Wealth Group increased its Eaton (ETN) stake by 4.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 661 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #112.

Summit Wealth Group first reported a position in ETN in Q1 2021 and has held it in 16 quarters since. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Summit Wealth Group held 661 shares of Eaton worth $282K as of Q2 2026.
  • Summit Wealth Group bought 26 Eaton shares in Q2 2026, an estimated $10.5K.
  • Eaton made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Summit Wealth Group first reported a position in Eaton in Q1 2021 and has held it in 16 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.