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Unique Wealth’s Eaton ETN Stock Holding History

Unique Wealth’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 		$540K Sell
1,267
-576
-31% -$232K 0.06% 141
2026
Q1 		$659K Sell
1,843
-2,667
-59% -$949K 0.09% 103
2025
Q4 		$1.44M Sell
4,510
-1,096
-20% -$388K 0.2% 76
2025
Q3 		$2.1M Sell
5,606
-310
-5% -$113K 0.31% 65
2025
Q2 		$2.11M Buy
5,916
+381
+7% +$117K 0.34% 63
2025
Q1 		$1.5M Buy
5,535
+1,187
+27% +$370K 0.28% 69
2024
Q4 		$1.44M Buy
4,348
+613
+16% +$215K 0.3% 58
2024
Q3 		$1.24M Buy
3,735
+328
+10% +$100K 0.28% 58
2024
Q2 		$1.07M Buy
3,407
+492
+17% +$159K 0.28% 46
2024
Q1 		$911K Buy
2,915
+1,835
+170% +$502K 0.26% 48
2023
Q4 		$260K Buy
+1,080
New +$238K 0.08% 72

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

Unique Wealth's ETN Position: Q2 2026 in Review

Unique Wealth reduced its Eaton (ETN) stake by 31% in Q2 2026, selling an estimated $232K and leaving 1,267 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #141.

Unique Wealth first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q2 2025. 987 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Unique Wealth held 1,267 shares of Eaton worth $540K as of Q2 2026.
  • Unique Wealth sold 576 Eaton shares in Q2 2026, an estimated $232K.
  • Eaton made up 0.06% of Unique Wealth's portfolio in Q2 2026, its #141 holding.
  • Unique Wealth first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth's Eaton position peaked at $2.11M in Q2 2025.
  • 987 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.