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Formulate Financial’s Eaton ETN Stock Holding History

Formulate Financial’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
Q3 		$319K Sell
743
-433
-37% -$181K 0.33% 21
2026
Q2 		$501K Sell
1,176
-1,152
-49% -$465K 0.53% 18
2026
Q1 		$833K Sell
2,328
-60
-3% -$21.4K 1.03% 16
2025
Q4 		$761K Buy
2,388
+84
+4% +$29.8K 0.89% 16
2025
Q3 		$862K Buy
+2,304
New +$838K 1.07% 16

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Formulate Financial's ETN Position: Q3 2026 in Review

Formulate Financial reduced its Eaton (ETN) stake by 37% in Q3 2026, selling an estimated $181K and leaving 743 shares worth $319K. The position accounts for 0.33% of the portfolio, ranked #21.

Formulate Financial first reported a position in ETN in Q3 2025 and has held it in 5 quarters since. The position peaked at $862K in Q3 2025. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Formulate Financial held 743 shares of Eaton worth $319K as of Q3 2026.
  • Formulate Financial sold 433 Eaton shares in Q3 2026, an estimated $181K.
  • Eaton made up 0.33% of Formulate Financial's portfolio in Q3 2026, its #21 holding.
  • Formulate Financial first reported a position in Eaton in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's Eaton position peaked at $862K in Q3 2025.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.