HWM
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Hohimer Wealth Management’s Eaton ETN Stock Holding History

Hohimer 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
Q1 		$3.41M Buy
9,542
+1,286
+16% +$458K 0.4% 79
2025
Q4 		$2.63M Sell
8,256
-1,399
-14% -$496K 0.35% 88
2025
Q3 		$3.61M Buy
9,655
+657
+7% +$239K 0.51% 72
2025
Q2 		$3.21M Buy
8,998
+5,796
+181% +$1.78M 0.57% 62
2025
Q1 		$870K Buy
3,202
+2,299
+255% +$716K 0.17% 113
2024
Q4 		$300K Buy
903
+14
+2% +$4.91K 0.06% 180
2024
Q3 		$295K Hold
889
– – 0.06% 170
2024
Q2 		$279K Hold
889
– – 0.06% 191
2024
Q1 		$278K Sell
889
-205
-19% -$56K 0.07% 203
2023
Q4 		$263K Sell
1,094
-264
-19% -$58.3K 0.07% 177
2023
Q3 		$290K Hold
1,358
– – 0.08% 167
2023
Q2 		$273K Hold
1,358
– – 0.08% 169
2023
Q1 		$233K Buy
+1,358
New +$226K 0.07% 172
2021
Q1 		– Sell
-7,669
Closed -$921K – 204
2020
Q4 		$921K Sell
7,669
-7,007
-48% -$792K 0.24% 112
2020
Q3 		$1.58M Sell
14,676
-881
-6% -$86.1K 0.45% 75
2020
Q2 		$1.36M Sell
15,557
-8,480
-35% -$698K 0.47% 79
2020
Q1 		$1.98M Sell
24,037
-433
-2% -$39.7K 0.84% 38
2019
Q4 		$2.32M Buy
+24,470
New +$2.17M 0.81% 24

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

Hohimer Wealth Management's ETN Position: Q1 2026 in Review

Hohimer Wealth Management increased its Eaton (ETN) stake by 16% in Q1 2026, buying an estimated $458K and bringing the position to 9,542 shares worth $3.41M. The position accounts for 0.4% of the portfolio, ranked #79.

Hohimer Wealth Management first reported a position in ETN in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.61M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Hohimer Wealth Management held 9,542 shares of Eaton worth $3.41M as of Q1 2026.
  • Hohimer Wealth Management bought 1,286 Eaton shares in Q1 2026, an estimated $458K.
  • Eaton made up 0.4% of Hohimer Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Hohimer Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 18 quarters since.
  • Hohimer Wealth Management's Eaton position peaked at $3.61M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.