Hohimer Wealth Management
ETN icon

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
Q3 		$4.25M Buy
9,881
+22
+0.2% +$9.18K 0.41% 78
2026
Q2 		$4.2M Buy
9,859
+317
+3% +$128K 0.42% 67
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hohimer Wealth Management's ETN Position: Q3 2026 in Review

Hohimer Wealth Management increased its Eaton (ETN) stake by 0.22% in Q3 2026, buying an estimated $9.18K and bringing the position to 9,881 shares worth $4.25M. The position accounts for 0.41% of the portfolio, ranked #78.

Hohimer Wealth Management first reported a position in ETN in Q4 2019 and has held it in 20 quarters since. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Hohimer Wealth Management held 9,881 shares of Eaton worth $4.25M as of Q3 2026.
  • Hohimer Wealth Management bought 22 Eaton shares in Q3 2026, an estimated $9.18K.
  • Eaton made up 0.41% of Hohimer Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Hohimer Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 20 quarters since.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.