Wealth Architects
ETN icon

Wealth Architects’s Eaton ETN Stock Holding History

Wealth Architects’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 		$634K Buy
1,475
+150
+11% +$62.6K 0.05% 138
2026
Q2 		$565K Sell
1,325
-72
-5% -$29K 0.04% 135
2026
Q1 		$500K Buy
1,397
+29
+2% +$10.3K 0.04% 139
2025
Q4 		$436K Sell
1,368
-38
-3% -$13.5K 0.04% 147
2025
Q3 		$526K Buy
1,406
+25
+2% +$9.09K 0.05% 137
2025
Q2 		$493K Sell
1,381
-4
-0.3% -$1.23K 0.05% 137
2025
Q1 		$376K Buy
1,385
+79
+6% +$24.6K 0.04% 156
2024
Q4 		$433K Sell
1,306
-22
-2% -$7.72K 0.05% 137
2024
Q3 		$440K Buy
1,328
+16
+1% +$4.89K 0.05% 132
2024
Q2 		$411K Buy
1,312
+13
+1% +$4.2K 0.05% 141
2024
Q1 		$406K Buy
1,299
+12
+0.9% +$3.28K 0.05% 133
2023
Q4 		$310K Buy
1,287
+36
+3% +$7.95K 0.04% 152
2023
Q3 		$267K Buy
1,251
+21
+2% +$4.53K 0.05% 153
2023
Q2 		$247K Sell
1,230
-27
-2% -$4.75K 0.04% 161
2023
Q1 		$215K Buy
+1,257
New +$209K 0.04% 169
2022
Q1 		– Sell
-1,175
Closed -$203K – 210
2021
Q4 		$203K Buy
+1,175
New +$195K 0.04% 189

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Architects's ETN Position: Q3 2026 in Review

Wealth Architects increased its Eaton (ETN) stake by 11% in Q3 2026, buying an estimated $62.6K and bringing the position to 1,475 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #138.

Wealth Architects first reported a position in ETN in Q4 2021 and has held it in 16 quarters since. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Wealth Architects held 1,475 shares of Eaton worth $634K as of Q3 2026.
  • Wealth Architects bought 150 Eaton shares in Q3 2026, an estimated $62.6K.
  • Eaton made up 0.05% of Wealth Architects's portfolio in Q3 2026, its #138 holding.
  • Wealth Architects first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.