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Beaird Harris Wealth Management’s Eaton ETN Stock Holding History

Beaird Harris Wealth Management’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 		$159K Buy
374
+91
+32% +$36.7K 0.01% 158
2026
Q1 		$101K Hold
283
– – 0.01% 187
2025
Q4 		$90.1K Hold
283
– – 0.01% 202
2025
Q3 		$106K Buy
283
+2
+0.7% +$727 0.01% 176
2025
Q2 		$100K Buy
281
+6
+2% +$1.85K 0.01% 183
2025
Q1 		$74.8K Hold
275
– – 0.01% 190
2024
Q4 		$91.3K Sell
275
-8
-3% -$2.81K 0.01% 181
2024
Q3 		$93.8K Hold
283
– – 0.01% 188
2024
Q2 		$88.8K Buy
283
+8
+3% +$2.58K 0.01% 174
2024
Q1 		$86K Hold
275
– – 0.01% 164
2023
Q4 		$66.2K Buy
275
+6
+2% +$1.32K 0.01% 171
2023
Q3 		$57.4K Hold
269
– – 0.01% 165
2023
Q2 		$54.1K Hold
269
– – 0.01% 165
2023
Q1 		$46.1K Sell
269
-51
-16% -$8.49K 0.01% 175
2022
Q4 		$50.2K Buy
320
+51
+19% +$7.82K 0.01% 176
2022
Q3 		$36K Hold
269
– – 0.01% 184
2022
Q2 		$34K Hold
269
– – 0.01% 161
2022
Q1 		$41K Hold
269
– – 0.01% 200
2021
Q4 		$46K Buy
+269
New +$44.6K 0.02% 245

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Beaird Harris Wealth Management's ETN Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Eaton (ETN) stake by 32% in Q2 2026, buying an estimated $36.7K and bringing the position to 374 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #158.

Beaird Harris Wealth Management first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 782 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Beaird Harris Wealth Management held 374 shares of Eaton worth $159K as of Q2 2026.
  • Beaird Harris Wealth Management bought 91 Eaton shares in Q2 2026, an estimated $36.7K.
  • Eaton made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Beaird Harris Wealth Management first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 782 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.