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WealthShield Partners’s Eaton ETN Stock Holding History

WealthShield Partners’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 		$3.78M Sell
8,861
-459
-5% -$185K 0.58% 52
2026
Q1 		$3.33M Buy
9,320
+20
+0.2% +$7.12K 0.37% 71
2025
Q4 		$2.96M Buy
9,300
+58
+0.6% +$20.6K 0.33% 86
2025
Q3 		$3.46M Buy
9,242
+72
+0.8% +$26.2K 0.39% 69
2025
Q2 		$3.27M Buy
9,170
+159
+2% +$49K 0.4% 65
2025
Q1 		$2.45M Sell
9,011
-5
-0.1% -$1.56K 0.31% 96
2024
Q4 		$2.99M Sell
9,016
-743
-8% -$261K 0.42% 64
2024
Q3 		$3.23M Sell
9,759
-1,128
-10% -$345K 0.44% 66
2024
Q2 		$3.41M Sell
10,887
-28
-0.3% -$9.04K 0.52% 53
2024
Q1 		$3.42M Buy
10,915
+1,594
+17% +$436K 0.55% 45
2023
Q4 		$2.24M Sell
9,321
-692
-7% -$153K 0.37% 80
2023
Q3 		$2.14M Buy
10,013
+709
+8% +$153K 0.32% 85
2023
Q2 		$1.87M Buy
9,304
+112
+1% +$19.7K 0.28% 97
2023
Q1 		$1.57M Buy
+9,192
New +$1.53M 0.25% 107
2022
Q4 		– Sell
-8,475
Closed -$1.13M – 296
2022
Q3 		$1.13M Buy
8,475
+677
+9% +$94.7K 0.22% 115
2022
Q2 		$983K Buy
7,798
+1,189
+18% +$166K 0.19% 129
2022
Q1 		$1M Buy
6,609
+1,960
+42% +$307K 0.16% 148
2021
Q4 		$803K Buy
4,649
+287
+7% +$47.6K 0.13% 155
2021
Q3 		$651K Sell
4,362
-206
-5% -$32.9K 0.17% 116
2021
Q2 		$677K Buy
4,568
+764
+20% +$110K 0.11% 139
2021
Q1 		$526K Buy
3,804
+773
+26% +$99.6K 0.09% 152
2020
Q4 		$363K Buy
3,031
+867
+40% +$98K 0.07% 214
2020
Q3 		$221K Buy
+2,164
New +$212K 0.08% 233

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

WealthShield Partners's ETN Position: Q2 2026 in Review

WealthShield Partners reduced its Eaton (ETN) stake by 4.9% in Q2 2026, selling an estimated $185K and leaving 8,861 shares worth $3.78M. The position accounts for 0.58% of the portfolio, ranked #52.

WealthShield Partners first reported a position in ETN in Q3 2020 and has held it in 23 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • WealthShield Partners held 8,861 shares of Eaton worth $3.78M as of Q2 2026.
  • WealthShield Partners sold 459 Eaton shares in Q2 2026, an estimated $185K.
  • Eaton made up 0.58% of WealthShield Partners's portfolio in Q2 2026, its #52 holding.
  • WealthShield Partners first reported a position in Eaton in Q3 2020 and has held it in 23 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.