TCV Trust & Wealth Management’s Eaton ETN Stock Holding History

TCV Trust & 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 Q2	$683K	Sell	1,602 -605	-27%	-$244K	0.05%	133
2026 Q1	$789K	Buy	2,207 +9	+0.4%	+$3.2K	0.07%	119
2025 Q4	$700K	Buy	2,198 +35	+2%	+$12.4K	0.06%	126
2025 Q3	$810K	Sell	2,163 -107	-5%	-$38.9K	0.07%	111
2025 Q2	$810K	Hold	2,270	–	–	0.07%	109
2025 Q1	$617K	Sell	2,270 -24	-1%	-$7.47K	0.06%	124
2024 Q4	$761K	Buy	2,294 +12	+0.5%	+$4.21K	0.07%	117
2024 Q3	$756K	Hold	2,282	–	–	0.07%	117
2024 Q2	$716K	Sell	2,282 -68	-3%	-$22K	0.07%	116
2024 Q1	$735K	Buy	2,350 +50	+2%	+$13.7K	0.07%	118
2023 Q4	$554K	Hold	2,300	–	–	0.06%	127
2023 Q3	$491K	Buy	2,300 +1,050	+84%	+$226K	0.05%	134
2023 Q2	$251K	Hold	1,250	–	–	0.03%	168
2023 Q1	$214K	Sell	1,250 -36	-3%	-$5.99K	0.02%	183
2022 Q4	$202K	Buy	+1,286	New	+$197K	0.02%	184
2022 Q1	–	Sell	-1,207	Closed	-$208K	–	211
2021 Q4	$208K	Buy	+1,207	New	+$200K	0.02%	202

Other funds holding ETN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCV Trust & Wealth Management's ETN Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Eaton (ETN) stake by 27% in Q2 2026, selling an estimated $244K and leaving 1,602 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #133.

TCV Trust & Wealth Management first reported a position in ETN in Q4 2021 and has held it in 16 quarters since. The position peaked at $810K in Q2 2025. 1,258 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

TCV Trust & Wealth Management held 1,602 shares of Eaton worth $683K as of Q2 2026.
TCV Trust & Wealth Management sold 605 Eaton shares in Q2 2026, an estimated $244K.
Eaton made up 0.05% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #133 holding.
TCV Trust & Wealth Management first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
TCV Trust & Wealth Management's Eaton position peaked at $810K in Q2 2025.
1,258 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.