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
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

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

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

Hohimer Wealth Management increased its Eaton (ETN) stake by 3.3% in Q2 2026, buying an estimated $128K and bringing the position to 9,859 shares worth $4.2M. The position accounts for 0.42% of the portfolio, ranked #67.

Hohimer Wealth Management first reported a position in ETN in Q4 2019 and has held it in 19 quarters since. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Hohimer Wealth Management held 9,859 shares of Eaton worth $4.2M as of Q2 2026.
  • Hohimer Wealth Management bought 317 Eaton shares in Q2 2026, an estimated $128K.
  • Eaton made up 0.42% of Hohimer Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Hohimer Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 19 quarters since.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.