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Heritage Wealth Management (Ohio)’s Eaton ETN Stock Holding History

Heritage Wealth Management (Ohio)’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 		$3.27M Sell
7,666
-97
-1% -$39.1K 0.81% 29
2026
Q1 		$2.78M Sell
7,763
-5
-0.1% -$1.78K 1.37% 18
2025
Q4 		$2.47M Sell
7,768
-486
-6% -$172K 0.69% 31
2025
Q3 		$3.09M Sell
8,254
-187
-2% -$68K 0.91% 20
2025
Q2 		$3.01M Sell
8,441
-898
-10% -$277K 0.98% 18
2025
Q1 		$2.54M Sell
9,339
-85
-0.9% -$26.5K 0.86% 22
2024
Q4 		$3.13M Sell
9,424
-170
-2% -$59.7K 1.04% 16
2024
Q3 		$3.18M Sell
9,594
-689
-7% -$211K 1.04% 17
2024
Q2 		$3.26M Buy
+10,283
New +$3.32M 1.09% 16

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ETN Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Eaton (ETN) stake by 1.2% in Q2 2026, selling an estimated $39.1K and leaving 7,666 shares worth $3.27M. The position accounts for 0.81% of the portfolio, ranked #29.

Heritage Wealth Management (Ohio) first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 7,666 shares of Eaton worth $3.27M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 97 Eaton shares in Q2 2026, an estimated $39.1K.
  • Eaton made up 0.81% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #29 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.