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Triad Wealth Partners’s Eaton ETN Stock Holding History

Triad 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 		$1.67M Buy
3,809
+501
+15% +$202K 0.1% 139
2026
Q1 		$1.18M Buy
3,308
+182
+6% +$64.8K 0.09% 148
2025
Q4 		$996K Buy
3,126
+193
+7% +$68.4K 0.09% 159
2025
Q3 		$1.1M Buy
2,933
+374
+15% +$136K 0.14% 112
2025
Q2 		$913K Buy
2,559
+115
+5% +$35.4K 0.18% 95
2025
Q1 		$664K Buy
2,444
+118
+5% +$36.7K 0.21% 82
2024
Q4 		$772K Buy
+2,326
New +$816K 0.28% 64
2024
Q3 		– Sell
-1,509
Closed -$473K – 311
2024
Q2 		$473K Buy
1,509
+347
+30% +$112K 0.25% 38
2024
Q1 		$363K Buy
+1,162
New +$318K 0.28% 35

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

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

Triad Wealth Partners increased its Eaton (ETN) stake by 15% in Q2 2026, buying an estimated $202K and bringing the position to 3,809 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #139.

Triad Wealth Partners first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Triad Wealth Partners held 3,809 shares of Eaton worth $1.67M as of Q2 2026.
  • Triad Wealth Partners bought 501 Eaton shares in Q2 2026, an estimated $202K.
  • Eaton made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Triad Wealth Partners first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.