Unique Wealth
ETN icon

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
Q3 		$495K Sell
1,153
-114
-9% -$47.6K 0.06% 153
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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

Unique Wealth's ETN Position: Q3 2026 in Review

Unique Wealth reduced its Eaton (ETN) stake by 9% in Q3 2026, selling an estimated $47.6K and leaving 1,153 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #153.

Unique Wealth first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q2 2025. 1,154 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Unique Wealth held 1,153 shares of Eaton worth $495K as of Q3 2026.
  • Unique Wealth sold 114 Eaton shares in Q3 2026, an estimated $47.6K.
  • Eaton made up 0.06% of Unique Wealth's portfolio in Q3 2026, its #153 holding.
  • Unique Wealth first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
  • Unique Wealth's Eaton position peaked at $2.11M in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.