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Wealth Management Associates’s Eaton ETN Stock Holding History

Wealth Management Associates’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 		$738K Buy
1,731
+1
+0.1% +$403 0.2% 87
2026
Q1 		$619K Buy
1,730
+176
+11% +$62.6K 0.21% 93
2025
Q4 		$495K Sell
1,554
-232
-13% -$82.2K 0.17% 109
2025
Q3 		$668K Buy
1,786
+1
+0.1% +$364 0.24% 80
2025
Q2 		$637K Buy
1,785
+1
+0.1% +$308 0.25% 83
2025
Q1 		$485K Buy
1,784
+245
+16% +$76.3K 0.21% 95
2024
Q4 		$511K Buy
1,539
+1
+0.1% +$351 0.22% 89
2024
Q3 		$510K Buy
1,538
+1
+0.1% +$306 0.22% 89
2024
Q2 		$482K Hold
1,537
– – 0.23% 87
2024
Q1 		$482K Sell
1,537
-1,034
-40% -$283K 0.23% 87
2023
Q4 		$619K Buy
2,571
+1,391
+118% +$307K 0.33% 69
2023
Q3 		$252K Buy
1,180
+40
+4% +$8.62K 0.15% 148
2023
Q2 		$229K Buy
+1,140
New +$201K 0.13% 166

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 Management Associates's ETN Position: Q2 2026 in Review

Wealth Management Associates increased its Eaton (ETN) stake by 0.06% in Q2 2026, buying an estimated $403 and bringing the position to 1,731 shares worth $738K. The position accounts for 0.2% of the portfolio, ranked #87.

Wealth Management Associates first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wealth Management Associates held 1,731 shares of Eaton worth $738K as of Q2 2026.
  • Wealth Management Associates bought 1 Eaton share in Q2 2026, an estimated $403.
  • Eaton made up 0.2% of Wealth Management Associates's portfolio in Q2 2026, its #87 holding.
  • Wealth Management Associates first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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