Forvis Mazars Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $804K | Sell |
1,887
-17
| -0.9% | -$6.86K | 0.01% | 248 |
|
|
2026
Q1 | $681K | Sell |
1,904
-103
| -5% | -$36.7K | 0.01% | 246 |
|
|
2025
Q4 | $639K | Buy |
2,007
+92
| +5% | +$32.6K | 0.01% | 256 |
|
|
2025
Q3 | $717K | Sell |
1,915
-191
| -9% | -$69.5K | 0.01% | 240 |
|
|
2025
Q2 | $752K | Buy |
2,106
+30
| +1% | +$9.24K | 0.02% | 230 |
|
|
2025
Q1 | $564K | Buy |
2,076
+73
| +4% | +$22.7K | 0.01% | 267 |
|
|
2024
Q4 | $665K | Sell |
2,003
-177
| -8% | -$62.1K | 0.02% | 269 |
|
|
2024
Q3 | $723K | Sell |
2,180
-26
| -1% | -$7.94K | 0.02% | 262 |
|
|
2024
Q2 | $692K | Buy |
2,206
+25
| +1% | +$8.07K | 0.02% | 242 |
|
|
2024
Q1 | $682K | Sell |
2,181
-42
| -2% | -$11.5K | 0.02% | 249 |
|
|
2023
Q4 | $535K | Buy |
2,223
+28
| +1% | +$6.18K | 0.01% | 270 |
|
|
2023
Q3 | $468K | Sell |
2,195
-1,708
| -44% | -$368K | 0.01% | 281 |
|
|
2023
Q2 | $785K | Buy |
3,903
+1,604
| +70% | +$282K | 0.02% | 236 |
|
|
2023
Q1 | $394K | Sell |
2,299
-73
| -3% | -$12.2K | 0.01% | 294 |
|
|
2022
Q4 | $372K | Buy |
2,372
+364
| +18% | +$55.8K | 0.01% | 296 |
|
|
2022
Q3 | $268K | Buy |
2,008
+23
| +1% | +$3.22K | 0.01% | 335 |
|
|
2022
Q2 | $250K | Buy |
1,985
+226
| +13% | +$31.6K | 0.01% | 346 |
|
|
2022
Q1 | $267K | Buy |
1,759
+94
| +6% | +$14.7K | 0.01% | 258 |
|
|
2021
Q4 | $288K | Buy |
1,665
+160
| +11% | +$26.5K | 0.01% | 233 |
|
|
2021
Q3 | $225K | Sell |
1,505
-124
| -8% | -$19.8K | 0.01% | 255 |
|
|
2021
Q2 | $241K | Buy |
1,629
+22
| +1% | +$3.17K | 0.01% | 240 |
|
|
2021
Q1 | $222K | Sell |
1,607
-2,092
| -57% | -$270K | 0.01% | 255 |
|
|
2020
Q4 | $444K | Sell |
3,699
-52
| -1% | -$5.88K | 0.02% | 244 |
|
|
2020
Q3 | $383K | Sell |
3,751
-4,771
| -56% | -$466K | 0.02% | 235 |
|
|
2020
Q2 | $746K | Buy |
8,522
+926
| +12% | +$76.2K | 0.05% | 153 |
|
|
2020
Q1 | $590K | Buy |
7,596
+819
| +12% | +$75.1K | 0.05% | 153 |
|
|
2019
Q4 | $642K | Buy |
6,777
+588
| +10% | +$52.2K | 0.05% | 160 |
|
|
2019
Q3 | $515K | Sell |
6,189
-95
| -2% | -$7.7K | 0.04% | 170 |
|
|
2019
Q2 | $523K | Sell |
6,284
-209
| -3% | -$16.9K | 0.04% | 159 |
|
|
2019
Q1 | $523K | Buy |
+6,493
| New | +$495K | 0.04% | 159 |
|
Other funds holding ETN
Forvis Mazars Wealth Advisors's ETN Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors reduced its Eaton (ETN) stake by 0.89% in Q2 2026, selling an estimated $6.86K and leaving 1,887 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #248.
Forvis Mazars Wealth Advisors first reported a position in ETN in Q1 2019 and has held it in 30 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.
- Forvis Mazars Wealth Advisors held 1,887 shares of Eaton worth $804K as of Q2 2026.
- Forvis Mazars Wealth Advisors sold 17 Eaton shares in Q2 2026, an estimated $6.86K.
- Eaton made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #248 holding.
- Forvis Mazars Wealth Advisors first reported a position in Eaton in Q1 2019 and has held it in 30 quarters since.
- 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.