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Wealth Group’s Eaton ETN Stock Holding History

Wealth Group’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 		$2.18M Buy
5,106
+3,052
+149% +$1.23M 0.54% 42
2026
Q1 		$735K Sell
2,054
-149
-7% -$53K 0.69% 39
2025
Q4 		$702K Buy
+2,203
New +$781K 0.68% 39
2025
Q2 		$787K Sell
2,205
-150
-6% -$46.2K 0.78% 33
2025
Q1 		$640K Sell
2,355
-354
-13% -$110K 0.41% 56
2024
Q4 		$899K Sell
2,709
-34
-1% -$11.9K 0.58% 41
2024
Q3 		$909K Buy
+2,743
New +$838K 0.61% 42

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

Wealth Group's ETN Position: Q2 2026 in Review

Wealth Group increased its Eaton (ETN) stake by 149% in Q2 2026, buying an estimated $1.23M and bringing the position to 5,106 shares worth $2.18M. The position accounts for 0.54% of the portfolio, ranked #42.

Wealth Group first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wealth Group held 5,106 shares of Eaton worth $2.18M as of Q2 2026.
  • Wealth Group bought 3,052 Eaton shares in Q2 2026, an estimated $1.23M.
  • Eaton made up 0.54% of Wealth Group's portfolio in Q2 2026, its #42 holding.
  • Wealth Group first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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