1858 WEALTH MANAGEMENT, LLC ETN — EATON CORP PLC

Ownership history in 1858 WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

1858 WEALTH MANAGEMENT, LLC reported EATON CORP PLC (ETN) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.55% in 2024 Q3. The latest visible filing shows ETN at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1858 WEALTH MANAGEMENT, LLC's position in EATON CORP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ETN was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ETN stock page 1858 WEALTH MANAGEMENT, LLC fund profile 1858 WEALTH MANAGEMENT, LLC full holdings
How 1858 WEALTH MANAGEMENT, LLC held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 2,012 +195 +10.7% 0.53% $753K 2025-11-14 (Est.) $350.33
2025 Q2 UNCHANGED — — — 1,817 — 0% 0.48% $649K 2025-07-25 $387.67
2025 Q1 ADDED — — — 1,817 +9 +0.5% 0.42% $494K 2025-04-22 $262.93
2024 Q4 REDUCED 10.4% -17.8% ✅ 1,808 -210 -10.4% 0.48% $600K 2025-01-27 $305.79
2024 Q3 ADDED — — — 2,018 +798 +65.4% 0.55% $669K 2024-10-21 $339.69
2024 Q2 INITIATED — — — 1,220 — — 0.32% $383K 2024-07-18 $301.49

🏢 Other funds also holding ETN

As of 2026 Q1 — sorted by position size

Berry Wealth Group, LP 8.3% Eliot Finkel Investment Counsel, LLC 3Y 7Y 7.12% J. Stern & Co. LLP 5.95% COATUE MANAGEMENT LLC 3Y 7Y 5.85% Two Point Capital Management, Inc. 3Y 5.76% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.75% Summerhill Capital Management lnc. 5.15% J. L. Bainbridge & Co., Inc. 3Y 7Y 5.04% Covalis Capital LLP 3Y 7Y 4.47% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 4.46%

FAQ About 1858 WEALTH MANAGEMENT, LLC and ETN

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1858 WEALTH MANAGEMENT, LLC reported owning ETN?

1858 WEALTH MANAGEMENT, LLC reported ETN across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported ETN position in 1858 WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ETN was 0.55% in 2024 Q3.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2025 Q3, when 1858 WEALTH MANAGEMENT, LLC reported 2,012 shares, equal to 0.53% of portfolio, with an estimated market value of $753K.

What does the chart on this ETN ownership page compare?

The chart compares 1858 WEALTH MANAGEMENT, LLC's quarterly ETN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1858 WEALTH MANAGEMENT, LLC time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, 1858 WEALTH MANAGEMENT, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ETN relative to SPY over the holding period was -4.5%.

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