Halbert Hargrove Global Advisors’s Eaton ETN Stock Holding History

Halbert Hargrove Global 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 Q2	$6.12K	Buy	14 +3	+27%	+$1.21K	﹤0.01%	333
2026 Q1	$3.94K	Hold	11	–	–	﹤0.01%	330
2025 Q4	$3.5K	Sell	11 -103	-90%	-$36.5K	﹤0.01%	333
2025 Q3	$42.7K	Buy	114 +103	+936%	+$37.5K	﹤0.01%	196
2025 Q2	$3.93K	Sell	11 -3	-21%	-$924	﹤0.01%	272
2025 Q1	$3.81K	Buy	14 +3	+27%	+$934	﹤0.01%	336
2024 Q4	$3.65K	Buy	+11	New	+$3.86K	﹤0.01%	268
2023 Q2	–	Sell	-1,702	Closed	-$292K	–	121
2023 Q1	$292K	Buy	1,702 +145	+9%	+$24.1K	0.02%	115
2022 Q4	$244K	Buy	+1,557	New	+$239K	0.02%	135
2022 Q2	–	Sell	-1,415	Closed	-$215K	–	159
2022 Q1	$215K	Buy	1,415 +23	+2%	+$3.6K	0.01%	154
2021 Q4	$241K	Sell	1,392 -2	-0.1%	-$331	0.02%	139
2021 Q3	$208K	Buy	1,394 +23	+2%	+$3.68K	0.01%	142
2021 Q2	$203K	Buy	+1,371	New	+$198K	0.01%	144

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Halbert Hargrove Global Advisors's ETN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Eaton (ETN) stake by 27% in Q2 2026, buying an estimated $1.21K and bringing the position to 14 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Halbert Hargrove Global Advisors first reported a position in ETN in Q2 2021 and has held it in 13 quarters since. The position peaked at $292K in Q1 2023. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Halbert Hargrove Global Advisors held 14 shares of Eaton worth $6.12K as of Q2 2026.
Halbert Hargrove Global Advisors bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
Eaton made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #333 holding.
Halbert Hargrove Global Advisors first reported a position in Eaton in Q2 2021 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's Eaton position peaked at $292K in Q1 2023.
2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.