FORA Capital’s Eaton ETN Stock Holding History

FORA Capital’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 Q1	–	Sell	-4,045	Closed	-$1.29M	–	482
2025 Q4	$1.29M	Buy	+4,045	New	+$1.43M	0.16%	172
2023 Q1	–	Sell	-13,629	Closed	-$2.14M	–	569
2022 Q4	$2.14M	Buy	+13,629	New	+$2.09M	0.35%	79
2022 Q3	–	Sell	-14,954	Closed	-$1.88M	–	453
2022 Q2	$1.88M	Buy	+14,954	New	+$2.09M	0.37%	84
2021 Q4	–	Sell	-10,291	Closed	-$1.54M	–	361
2021 Q3	$1.54M	Buy	+10,291	New	+$1.64M	0.39%	80
2021 Q2	–	Sell	-5,261	Closed	-$727K	–	952
2021 Q1	$727K	Buy	5,261 +74	+1%	+$9.54K	0.24%	101
2020 Q4	$623K	Buy	+5,187	New	+$586K	0.1%	241
2020 Q3	–	Sell	-971	Closed	-$85K	–	745
2020 Q2	$85K	Buy	+971	New	+$79.9K	0.03%	537

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FORA Capital's ETN Position: Q1 2026 in Review

FORA Capital sold out of Eaton (ETN) in Q1 2026, closing a stake of 4,045 shares — an estimated $1.29M sold.

FORA Capital first reported a position in ETN in Q2 2020 and held it in 7 quarters. The position peaked at $2.14M in Q4 2022. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

FORA Capital reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 4,045 Eaton shares in Q1 2026, an estimated $1.29M.
FORA Capital first reported a position in Eaton in Q2 2020 and held it in 7 quarters.
FORA Capital's Eaton position peaked at $2.14M in Q4 2022.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.