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Marshall Financial Group (Maryland)’s Eaton ETN Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.37M Sell
3,208
-211
-6% -$85.1K 0.2% 96
2026
Q1 		$1.22M Sell
3,419
-334
-9% -$119K 0.2% 96
2025
Q4 		$1.2M Sell
3,753
-2,574
-41% -$912K 0.23% 92
2025
Q3 		$2.37M Buy
6,327
+142
+2% +$51.6K 0.46% 47
2025
Q2 		$2.22M Buy
6,185
+2,949
+91% +$908K 0.43% 47
2025
Q1 		$880K Buy
3,236
+248
+8% +$77.2K 0.19% 130
2024
Q4 		$992K Buy
2,988
+36
+1% +$12.6K 0.24% 111
2024
Q3 		$978K Buy
2,952
+358
+14% +$109K 0.23% 117
2024
Q2 		$813K Buy
2,594
+244
+10% +$78.8K 0.23% 114
2024
Q1 		$735K Sell
2,350
-317
-12% -$86.7K 0.21% 115
2023
Q4 		$642K Hold
2,667
– – 0.21% 120
2023
Q3 		$569K Sell
2,667
-300
-10% -$64.7K 0.21% 120
2023
Q2 		$597K Hold
2,967
– – 0.2% 117
2023
Q1 		$508K Buy
2,967
+337
+13% +$56.1K 0.18% 130
2022
Q4 		$413K Sell
2,630
-435
-14% -$66.7K 0.16% 128
2022
Q3 		$409K Hold
3,065
– – 0.17% 136
2022
Q2 		$386K Hold
3,065
– – 0.15% 139
2022
Q1 		$465K Sell
3,065
-250
-8% -$39.1K 0.19% 146
2021
Q4 		$573K Sell
3,315
-366
-10% -$60.7K 0.21% 144
2021
Q3 		$550K Sell
3,681
-292
-7% -$46.7K 0.28% 118
2021
Q2 		$589K Hold
3,973
– – 0.32% 115
2021
Q1 		$549K Buy
+3,973
New +$512K 0.33% 94

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Swedbank
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ETN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Eaton (ETN) stake by 6.2% in Q2 2026, selling an estimated $85.1K and leaving 3,208 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #96.

Marshall Financial Group (Maryland) first reported a position in ETN in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.37M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,208 shares of Eaton worth $1.37M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 211 Eaton shares in Q2 2026, an estimated $85.1K.
  • Eaton made up 0.2% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #96 holding.
  • Marshall Financial Group (Maryland) first reported a position in Eaton in Q1 2021 and has held it in 22 quarters since.
  • Marshall Financial Group (Maryland)'s Eaton position peaked at $2.37M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.