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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Architects's ETN Position: Q2 2026 in Review

Wealth Architects reduced its Eaton (ETN) stake by 5.2% in Q2 2026, selling an estimated $29K and leaving 1,325 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #135.

Wealth Architects first reported a position in ETN in Q4 2021 and has held it in 15 quarters since. 968 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wealth Architects held 1,325 shares of Eaton worth $565K as of Q2 2026.
  • Wealth Architects sold 72 Eaton shares in Q2 2026, an estimated $29K.
  • Eaton made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #135 holding.
  • Wealth Architects first reported a position in Eaton in Q4 2021 and has held it in 15 quarters since.
  • 968 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.