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Holistic Financial Partners’s Eaton ETN Stock Holding History

Holistic Financial Partners’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 		$339K Sell
795
-369
-32% -$149K 0.21% 70
2026
Q1 		$416K Buy
1,164
+76
+7% +$27K 0.15% 69
2025
Q4 		$347K Sell
1,088
-67
-6% -$23.7K 0.13% 79
2025
Q3 		$432K Sell
1,155
-98
-8% -$35.6K 0.18% 65
2025
Q2 		$447K Buy
1,253
+9
+0.7% +$2.77K 0.2% 57
2025
Q1 		$338K Sell
1,244
-104
-8% -$32.4K 0.16% 76
2024
Q4 		$447K Buy
1,348
+27
+2% +$9.48K 0.22% 58
2024
Q3 		$438K Buy
1,321
+15
+1% +$4.58K 0.21% 58
2024
Q2 		$409K Sell
1,306
-47
-3% -$15.2K 0.21% 59
2024
Q1 		$423K Buy
1,353
+4
+0.3% +$1.09K 0.22% 59
2023
Q4 		$325K Sell
1,349
-127
-9% -$28K 0.2% 69
2023
Q3 		$315K Buy
1,476
+75
+5% +$16.2K 0.21% 67
2023
Q2 		$282K Sell
1,401
-649
-32% -$114K 0.2% 73
2023
Q1 		$351K Buy
2,050
+501
+32% +$83.4K 0.27% 59
2022
Q4 		$243K Sell
1,549
-25
-2% -$3.83K 0.22% 78
2022
Q3 		$210K Buy
+1,574
New +$220K 0.21% 79
2022
Q2 		– Sell
-1,732
Closed -$263K – 102
2022
Q1 		$263K Sell
1,732
-191
-10% -$29.9K 0.17% 84
2021
Q4 		$332K Sell
1,923
-227
-11% -$37.6K 0.19% 76
2021
Q3 		$321K Sell
2,150
-2
-0.1% -$320 0.2% 74
2021
Q2 		$319K Sell
2,152
-1
-0% -$144 0.19% 76
2021
Q1 		$298K Buy
+2,153
New +$278K 0.2% 75
2018
Q2 		– Sell
-131
Closed -$10K – 142
2018
Q1 		$10K Sell
131
-39
-23% -$3.2K 0.01% 318
2017
Q4 		$13K Buy
+170
New +$13.2K 0.01% 312

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Holistic Financial Partners's ETN Position: Q2 2026 in Review

Holistic Financial Partners reduced its Eaton (ETN) stake by 32% in Q2 2026, selling an estimated $149K and leaving 795 shares worth $339K. The position accounts for 0.21% of the portfolio, ranked #70.

Holistic Financial Partners first reported a position in ETN in Q4 2017 and has held it in 23 quarters since. The position peaked at $447K in Q4 2024. 969 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Holistic Financial Partners held 795 shares of Eaton worth $339K as of Q2 2026.
  • Holistic Financial Partners sold 369 Eaton shares in Q2 2026, an estimated $149K.
  • Eaton made up 0.21% of Holistic Financial Partners's portfolio in Q2 2026, its #70 holding.
  • Holistic Financial Partners first reported a position in Eaton in Q4 2017 and has held it in 23 quarters since.
  • Holistic Financial Partners's Eaton position peaked at $447K in Q4 2024.
  • 969 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.