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Everhart Financial Group’s Eaton ETN Stock Holding History

Everhart Financial 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 		$583K Sell
1,368
-60
-4% -$24.2K 0.04% 252
2026
Q1 		$511K Buy
+1,428
New +$508K 0.04% 271
2025
Q4 		– Sell
-634
Closed -$237K – 426
2025
Q3 		$237K Buy
+634
New +$231K 0.02% 350

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AAMU
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ORIO
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EB
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SFA
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JLBC
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FMI
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Everhart Financial Group's ETN Position: Q2 2026 in Review

Everhart Financial Group reduced its Eaton (ETN) stake by 4.2% in Q2 2026, selling an estimated $24.2K and leaving 1,368 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #252.

Everhart Financial Group first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Everhart Financial Group held 1,368 shares of Eaton worth $583K as of Q2 2026.
  • Everhart Financial Group sold 60 Eaton shares in Q2 2026, an estimated $24.2K.
  • Eaton made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #252 holding.
  • Everhart Financial Group first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.