TWM
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Trueblood Wealth Management’s Eaton ETN Stock Holding History

Trueblood 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 		$804K Buy
1,887
+88
+5% +$35.5K 0.28% 113
2026
Q1 		$643K Buy
1,799
+14
+0.8% +$4.98K 0.25% 125
2025
Q4 		$569K Sell
1,785
-181
-9% -$64.1K 0.22% 136
2025
Q3 		$736K Buy
1,966
+15
+0.8% +$5.46K 0.29% 110
2025
Q2 		$696K Buy
1,951
+47
+2% +$14.5K 0.29% 112
2025
Q1 		$518K Buy
1,904
+224
+13% +$69.7K 0.24% 128
2024
Q4 		$558K Buy
1,680
+156
+10% +$54.8K 0.27% 119
2024
Q3 		$505K Buy
1,524
+199
+15% +$60.8K 0.25% 125
2024
Q2 		$415K Buy
1,325
+491
+59% +$159K 0.23% 125
2024
Q1 		$261K Buy
+834
New +$228K 0.15% 178

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Trueblood Wealth Management's ETN Position: Q2 2026 in Review

Trueblood Wealth Management increased its Eaton (ETN) stake by 4.9% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,887 shares worth $804K. The position accounts for 0.28% of the portfolio, ranked #113.

Trueblood Wealth Management first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 985 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Trueblood Wealth Management held 1,887 shares of Eaton worth $804K as of Q2 2026.
  • Trueblood Wealth Management bought 88 Eaton shares in Q2 2026, an estimated $35.5K.
  • Eaton made up 0.28% of Trueblood Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Trueblood Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 985 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.