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Forum Financial Management’s Eaton ETN Stock Holding History

Forum Financial 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 		$349K Buy
819
+79
+11% +$31.9K ﹤0.01% 254
2026
Q1 		$265K Sell
740
-3,983
-84% -$1.42M ﹤0.01% 271
2025
Q4 		$1.5M Sell
4,723
-81
-2% -$28.7K 0.02% 172
2025
Q3 		$1.8M Buy
4,804
+214
+5% +$77.8K 0.02% 145
2025
Q2 		$1.64M Buy
4,590
+538
+13% +$166K 0.02% 150
2025
Q1 		$1.1M Sell
4,052
-43
-1% -$13.4K 0.02% 187
2024
Q4 		$1.36M Buy
4,095
+54
+1% +$19K 0.02% 164
2024
Q3 		$1.34M Sell
4,041
-28
-0.7% -$8.55K 0.02% 148
2024
Q2 		$1.28M Sell
4,069
-383
-9% -$124K 0.02% 147
2024
Q1 		$1.39M Buy
4,452
+271
+6% +$74.1K 0.02% 156
2023
Q4 		$1.01M Sell
4,181
-509
-11% -$112K 0.02% 166
2023
Q3 		$1M Sell
4,690
-126
-3% -$27.2K 0.02% 161
2023
Q2 		$968K Buy
4,816
+917
+24% +$161K 0.02% 165
2023
Q1 		$668K Sell
3,899
-99
-2% -$16.5K 0.02% 205
2022
Q4 		$627K Buy
3,998
+44
+1% +$6.75K 0.02% 204
2022
Q3 		$527K Hold
3,954
– – 0.03% 211
2022
Q2 		$498K Buy
3,954
+45
+1% +$6.29K 0.03% 237
2022
Q1 		$593K Buy
3,909
+11
+0.3% +$1.72K 0.03% 210
2021
Q4 		$674K Buy
+3,898
New +$646K 0.03% 180

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Forum Financial Management's ETN Position: Q2 2026 in Review

Forum Financial Management increased its Eaton (ETN) stake by 11% in Q2 2026, buying an estimated $31.9K and bringing the position to 819 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Forum Financial Management first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q3 2025. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Forum Financial Management held 819 shares of Eaton worth $349K as of Q2 2026.
  • Forum Financial Management bought 79 Eaton shares in Q2 2026, an estimated $31.9K.
  • Eaton made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #254 holding.
  • Forum Financial Management first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Eaton position peaked at $1.8M in Q3 2025.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.