Thrive Wealth Management
ETN icon

Thrive Wealth Management’s Eaton ETN Stock Holding History

Thrive 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
Q3 		$361K Buy
839
+20
+2% +$8.35K 0.04% 164
2026
Q2 		$349K Sell
819
-49
-6% -$19.8K 0.04% 169
2026
Q1 		$310K Sell
868
-59
-6% -$21K 0.05% 175
2025
Q4 		$295K Buy
927
+29
+3% +$10.3K 0.04% 182
2025
Q3 		$336K Buy
898
+16
+2% +$5.82K 0.05% 170
2025
Q2 		$315K Sell
882
-19
-2% -$5.85K 0.05% 171
2025
Q1 		$245K Buy
901
+151
+20% +$47K 0.05% 193
2024
Q4 		$249K Sell
750
-18
-2% -$6.32K 0.04% 170
2024
Q3 		$255K Sell
768
-4
-0.5% -$1.22K 0.05% 185
2024
Q2 		$242K Sell
772
-321
-29% -$104K 0.05% 188
2024
Q1 		$342K Sell
1,093
-103
-9% -$28.2K 0.07% 147
2023
Q4 		$288K Sell
1,196
-17
-1% -$3.75K 0.06% 149
2023
Q3 		$259K Buy
1,213
+66
+6% +$14.2K 0.07% 142
2023
Q2 		$231K Buy
+1,147
New +$202K 0.06% 163

Other funds holding ETN

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Thrive Wealth Management's ETN Position: Q3 2026 in Review

Thrive Wealth Management increased its Eaton (ETN) stake by 2.4% in Q3 2026, buying an estimated $8.35K and bringing the position to 839 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #164.

Thrive Wealth Management first reported a position in ETN in Q2 2023 and has held it in 14 quarters since. 770 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Thrive Wealth Management held 839 shares of Eaton worth $361K as of Q3 2026.
  • Thrive Wealth Management bought 20 Eaton shares in Q3 2026, an estimated $8.35K.
  • Eaton made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Thrive Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 14 quarters since.
  • 770 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.