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Forefront Wealth Partners’s Eaton ETN Stock Holding History

Forefront Wealth Partners’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 		$397K Sell
933
-551
-37% -$222K 0.12% 125
2026
Q1 		$531K Sell
1,484
-4
-0.3% -$1.42K 0.22% 91
2025
Q4 		$474K Buy
1,488
+31
+2% +$11K 0.22% 89
2025
Q3 		$545K Buy
+1,457
New +$530K 0.14% 124
2025
Q2 		– Sell
-1,136
Closed -$309K – 106
2025
Q1 		$309K Buy
+1,136
New +$354K 0.21% 92

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forefront Wealth Partners's ETN Position: Q2 2026 in Review

Forefront Wealth Partners reduced its Eaton (ETN) stake by 37% in Q2 2026, selling an estimated $222K and leaving 933 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #125.

Forefront Wealth Partners first reported a position in ETN in Q1 2025 and has held it in 5 quarters since. The position peaked at $545K in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Forefront Wealth Partners held 933 shares of Eaton worth $397K as of Q2 2026.
  • Forefront Wealth Partners sold 551 Eaton shares in Q2 2026, an estimated $222K.
  • Eaton made up 0.12% of Forefront Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Forefront Wealth Partners first reported a position in Eaton in Q1 2025 and has held it in 5 quarters since.
  • Forefront Wealth Partners's Eaton position peaked at $545K in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.