HWA
ETN icon

HCR Wealth Advisors’s Eaton ETN Stock Holding History

HCR 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
Q2 		$5.29M Buy
12,405
+37
+0.3% +$14.9K 0.47% 37
2026
Q1 		$4.42M Buy
12,368
+188
+2% +$66.9K 0.46% 39
2025
Q4 		$3.88M Buy
12,180
+6,084
+100% +$2.16M 0.38% 44
2025
Q3 		$2.3M Buy
6,096
+867
+17% +$315K 0.24% 65
2025
Q2 		$1.87M Buy
5,229
+1,481
+40% +$456K 0.22% 68
2025
Q1 		$1.02M Buy
3,748
+2,025
+118% +$631K 0.13% 97
2024
Q4 		$572K Buy
1,723
+262
+18% +$92K 0.07% 128
2024
Q3 		$484K Buy
1,461
+442
+43% +$135K 0.06% 140
2024
Q2 		$320K Buy
+1,019
New +$329K 0.05% 165

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

HCR Wealth Advisors's ETN Position: Q2 2026 in Review

HCR Wealth Advisors increased its Eaton (ETN) stake by 0.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 12,405 shares worth $5.29M. The position accounts for 0.47% of the portfolio, ranked #37.

HCR Wealth Advisors first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 789 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • HCR Wealth Advisors held 12,405 shares of Eaton worth $5.29M as of Q2 2026.
  • HCR Wealth Advisors bought 37 Eaton shares in Q2 2026, an estimated $14.9K.
  • Eaton made up 0.47% of HCR Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • HCR Wealth Advisors first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 789 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.