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HFR Wealth Management’s Eaton ETN Stock Holding History

HFR Wealth Management’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 		$507K Sell
1,189
-94
-7% -$37.9K 0.12% 37
2026
Q1 		$459K Hold
1,283
– – 0.11% 39
2025
Q4 		$409K Hold
1,283
– – 0.1% 38
2025
Q3 		$480K Hold
1,283
– – 0.11% 38
2025
Q2 		$458K Sell
1,283
-126
-9% -$38.8K 0.11% 36
2025
Q1 		$383K Hold
1,409
– – 0.09% 44
2024
Q4 		$468K Buy
1,409
+90
+7% +$31.6K 0.12% 41
2024
Q3 		$437K Hold
1,319
– – 0.11% 42
2024
Q2 		$414K Hold
1,319
– – 0.11% 45
2024
Q1 		$412K Hold
1,319
– – 0.1% 47
2023
Q4 		$318K Buy
1,319
+135
+11% +$29.8K 0.09% 49
2023
Q3 		$253K Sell
1,184
-16
-1% -$3.45K 0.07% 51
2023
Q2 		$241K Sell
1,200
-16
-1% -$2.81K 0.07% 51
2023
Q1 		$208K Sell
1,216
-220
-15% -$36.6K 0.06% 59
2022
Q4 		$225K Sell
1,436
-290
-17% -$44.5K 0.07% 57
2022
Q3 		$230K Hold
1,726
– – 0.08% 51
2022
Q2 		$217K Sell
1,726
-6
-0.3% -$839 0.07% 57
2022
Q1 		$263K Buy
1,732
+330
+24% +$51.7K 0.07% 53
2021
Q4 		$242K Hold
1,402
– – 0.06% 56
2021
Q3 		$209K Hold
1,402
– – 0.06% 58
2021
Q2 		$208K Buy
+1,402
New +$202K 0.06% 56

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

HFR Wealth Management's ETN Position: Q2 2026 in Review

HFR Wealth Management reduced its Eaton (ETN) stake by 7.3% in Q2 2026, selling an estimated $37.9K and leaving 1,189 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #37.

HFR Wealth Management first reported a position in ETN in Q2 2021 and has held it in 21 quarters since. 2,655 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • HFR Wealth Management held 1,189 shares of Eaton worth $507K as of Q2 2026.
  • HFR Wealth Management sold 94 Eaton shares in Q2 2026, an estimated $37.9K.
  • Eaton made up 0.12% of HFR Wealth Management's portfolio in Q2 2026, its #37 holding.
  • HFR Wealth Management first reported a position in Eaton in Q2 2021 and has held it in 21 quarters since.
  • 2,655 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.