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Abacus Planning Group’s Eaton ETN Stock Holding History

Abacus Planning 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 		$598K Sell
1,404
-71
-5% -$28.6K 0.07% 127
2026
Q1 		$528K Sell
1,475
-72
-5% -$25.6K 0.07% 133
2025
Q4 		$493K Buy
1,547
+141
+10% +$50K 0.07% 136
2025
Q3 		$526K Buy
1,406
+11
+0.8% +$4K 0.07% 125
2025
Q2 		$498K Buy
1,395
+205
+17% +$63.1K 0.07% 124
2025
Q1 		$323K Buy
1,190
+79
+7% +$24.6K 0.06% 159
2024
Q4 		$369K Buy
1,111
+4
+0.4% +$1.4K 0.06% 141
2024
Q3 		$367K Buy
1,107
+36
+3% +$11K 0.07% 141
2024
Q2 		$336K Buy
1,071
+234
+28% +$75.5K 0.07% 138
2024
Q1 		$262K Sell
837
-57
-6% -$15.6K 0.05% 168
2023
Q4 		$215K Buy
+894
New +$197K 0.05% 183
2023
Q3 		– Sell
-1,078
Closed -$217K – 194
2023
Q2 		$217K Buy
+1,078
New +$190K 0.05% 175

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

Abacus Planning Group's ETN Position: Q2 2026 in Review

Abacus Planning Group reduced its Eaton (ETN) stake by 4.8% in Q2 2026, selling an estimated $28.6K and leaving 1,404 shares worth $598K. The position accounts for 0.07% of the portfolio, ranked #127.

Abacus Planning Group first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. 967 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Abacus Planning Group held 1,404 shares of Eaton worth $598K as of Q2 2026.
  • Abacus Planning Group sold 71 Eaton shares in Q2 2026, an estimated $28.6K.
  • Eaton made up 0.07% of Abacus Planning Group's portfolio in Q2 2026, its #127 holding.
  • Abacus Planning Group first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
  • 967 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.