Kovitz Investment Group Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.06M | Buy |
16,577
+352
| +2% | +$142K | 0.16% | 114 |
|
|
2026
Q1 | $5.8M | Sell |
16,225
-40
| -0.2% | -$14.2K | 0.13% | 124 |
|
|
2025
Q4 | $5.18M | Sell |
16,265
-46,314
| -74% | -$16.4M | 0.11% | 141 |
|
|
2025
Q3 | $23.4M | Buy |
62,579
+481
| +0.8% | +$175K | 0.09% | 198 |
|
|
2025
Q2 | $22.2M | Buy |
62,098
+1,630
| +3% | +$502K | 0.09% | 185 |
|
|
2025
Q1 | $16.4M | Sell |
60,468
-1,582
| -3% | -$493K | 0.08% | 199 |
|
|
2024
Q4 | $20.6M | Buy |
62,050
+17,491
| +39% | +$6.14M | 0.1% | 169 |
|
|
2024
Q3 | $12.4M | Buy |
44,559
+6,913
| +18% | +$2.11M | 0.09% | 193 |
|
|
2024
Q2 | $11.8M | Buy |
37,646
+608
| +2% | +$196K | 0.1% | 147 |
|
|
2024
Q1 | $11.6M | Sell |
37,038
-3,262
| -8% | -$892K | 0.15% | 94 |
|
|
2023
Q4 | $9.71M | Sell |
40,300
-1,370
| -3% | -$302K | 0.16% | 72 |
|
|
2023
Q3 | $8.89M | Sell |
41,670
-21,493
| -34% | -$4.63M | 0.16% | 77 |
|
|
2023
Q2 | $12.7M | Sell |
63,163
-928
| -1% | -$163K | 0.19% | 57 |
|
|
2023
Q1 | $11M | Buy |
64,091
+157
| +0.2% | +$26.1K | 0.19% | 65 |
|
|
2022
Q4 | $10M | Sell |
63,934
-574
| -0.9% | -$88K | 0.2% | 73 |
|
|
2022
Q3 | $8.6M | Buy |
64,508
+95
| +0.1% | +$13.3K | 0.2% | 77 |
|
|
2022
Q2 | $8.12M | Sell |
64,413
-125
| -0.2% | -$17.5K | 0.18% | 86 |
|
|
2022
Q1 | $9.79M | Sell |
64,538
-19,968
| -24% | -$3.13M | 0.19% | 79 |
|
|
2021
Q4 | $10.2M | Buy |
84,506
+21,883
| +35% | +$3.63M | 0.24% | 65 |
|
|
2021
Q3 | $9.35M | Sell |
62,623
-6,895
| -10% | -$1.1M | 0.19% | 78 |
|
|
2021
Q2 | $10.3M | Sell |
69,518
-521
| -0.7% | -$75.1K | 0.2% | 70 |
|
|
2021
Q1 | $9.69M | Sell |
70,039
-14,466
| -17% | -$1.86M | 0.23% | 72 |
|
|
2020
Q4 | $10.2M | Sell |
84,505
-4,936
| -6% | -$558K | 0.25% | 63 |
|
|
2020
Q3 | $9.13M | Sell |
89,441
-1,533
| -2% | -$150K | 0.26% | 64 |
|
|
2020
Q2 | $7.96M | Sell |
90,974
-4,064
| -4% | -$335K | 0.25% | 66 |
|
|
2020
Q1 | $7.38M | Sell |
95,038
-11,800
| -11% | -$1.08M | 0.27% | 61 |
|
|
2019
Q4 | $10.1M | Sell |
106,838
-1,487
| -1% | -$132K | 0.29% | 55 |
|
|
2019
Q3 | $9.01M | Sell |
108,325
-1,375
| -1% | -$111K | 0.29% | 62 |
|
|
2019
Q2 | $9.14M | Sell |
109,700
-3,757
| -3% | -$304K | 0.29% | 55 |
|
|
2019
Q1 | $9.14M | Buy |
113,457
+693
| +0.6% | +$52.8K | 0.29% | 54 |
|
|
2018
Q4 | $7.74M | Buy |
+112,764
| New | +$8.43M | 0.31% | 54 |
|
Other funds holding ETN
Kovitz Investment Group Partners's ETN Position: Q2 2026 in Review
Kovitz Investment Group Partners increased its Eaton (ETN) stake by 2.2% in Q2 2026, buying an estimated $142K and bringing the position to 16,577 shares worth $7.06M. The position accounts for 0.16% of the portfolio, ranked #114.
Kovitz Investment Group Partners first reported a position in ETN in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.4M in Q3 2025. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.
- Kovitz Investment Group Partners held 16,577 shares of Eaton worth $7.06M as of Q2 2026.
- Kovitz Investment Group Partners bought 352 Eaton shares in Q2 2026, an estimated $142K.
- Eaton made up 0.16% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #114 holding.
- Kovitz Investment Group Partners first reported a position in Eaton in Q4 2018 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Eaton position peaked at $23.4M in Q3 2025.
- 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.