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Forvis Mazars Wealth Advisors’s Eaton ETN Stock Holding History

Forvis Mazars Wealth Advisors’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ETN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Eaton (ETN) stake by 5.1% in Q1 2026, selling an estimated $36.7K and leaving 1,904 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #246.

Forvis Mazars Wealth Advisors first reported a position in ETN in Q1 2019 and has held it in 29 quarters since. The position peaked at $785K in Q2 2023. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,904 shares of Eaton worth $681K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 103 Eaton shares in Q1 2026, an estimated $36.7K.
  • Eaton made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #246 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Eaton in Q1 2019 and has held it in 29 quarters since.
  • Forvis Mazars Wealth Advisors's Eaton position peaked at $785K in Q2 2023.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.