VW
ETN icon

Vance Wealth’s Eaton ETN Stock Holding History

Vance 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 		$260K Buy
609
+24
+4% +$9.68K 0.06% 117
2026
Q1 		$209K Buy
+585
New +$208K 0.06% 112
2025
Q4 		– Sell
-591
Closed -$221K – 117
2025
Q3 		$221K Buy
591
+3
+0.5% +$1.09K 0.07% 112
2025
Q2 		$210K Buy
+588
New +$181K 0.07% 112

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

Vance Wealth's ETN Position: Q2 2026 in Review

Vance Wealth increased its Eaton (ETN) stake by 4.1% in Q2 2026, buying an estimated $9.68K and bringing the position to 609 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #117.

Vance Wealth first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Vance Wealth held 609 shares of Eaton worth $260K as of Q2 2026.
  • Vance Wealth bought 24 Eaton shares in Q2 2026, an estimated $9.68K.
  • Eaton made up 0.06% of Vance Wealth's portfolio in Q2 2026, its #117 holding.
  • Vance Wealth first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.