TWA
ETN icon

Tandem Wealth Advisors’s Eaton ETN Stock Holding History

Tandem Wealth 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 		$869K Buy
2,429
+51
+2% +$18.1K 0.39% 27
2025
Q4 		$757K Buy
2,378
+470
+25% +$167K 0.34% 27
2025
Q3 		$714K Sell
1,908
-308
-14% -$112K 0.34% 25
2025
Q2 		$791K Buy
2,216
+913
+70% +$281K 0.39% 24
2025
Q1 		$354K Buy
1,303
+94
+8% +$29.3K 0.19% 43
2024
Q4 		$401K Buy
1,209
+66
+6% +$23.2K 0.2% 34
2024
Q3 		$379K Buy
1,143
+31
+3% +$9.47K 0.19% 38
2024
Q2 		$349K Buy
+1,112
New +$359K 0.19% 35

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

Tandem Wealth Advisors's ETN Position: Q1 2026 in Review

Tandem Wealth Advisors increased its Eaton (ETN) stake by 2.1% in Q1 2026, buying an estimated $18.1K and bringing the position to 2,429 shares worth $869K. The position accounts for 0.39% of the portfolio, ranked #27.

Tandem Wealth Advisors first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Tandem Wealth Advisors held 2,429 shares of Eaton worth $869K as of Q1 2026.
  • Tandem Wealth Advisors bought 51 Eaton shares in Q1 2026, an estimated $18.1K.
  • Eaton made up 0.39% of Tandem Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Tandem Wealth Advisors first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.