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Petros Family Wealth’s Eaton ETN Stock Holding History

Petros Family Wealth’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 		$542K Buy
1,272
+40
+3% +$16.1K 0.33% 67
2026
Q1 		$441K Sell
1,232
-373
-23% -$133K 0.31% 71
2025
Q4 		$511K Buy
1,605
+27
+2% +$9.57K 0.34% 76
2025
Q3 		$591K Buy
1,578
+75
+5% +$27.3K 0.49% 58
2025
Q2 		$537K Buy
1,503
+21
+1% +$6.47K 0.49% 65
2025
Q1 		$403K Buy
1,482
+153
+12% +$47.6K 0.45% 66
2024
Q4 		$441K Buy
+1,329
New +$466K 0.48% 60

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

Petros Family Wealth's ETN Position: Q2 2026 in Review

Petros Family Wealth increased its Eaton (ETN) stake by 3.2% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,272 shares worth $542K. The position accounts for 0.33% of the portfolio, ranked #67.

Petros Family Wealth first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $591K in Q3 2025. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Petros Family Wealth held 1,272 shares of Eaton worth $542K as of Q2 2026.
  • Petros Family Wealth bought 40 Eaton shares in Q2 2026, an estimated $16.1K.
  • Eaton made up 0.33% of Petros Family Wealth's portfolio in Q2 2026, its #67 holding.
  • Petros Family Wealth first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's Eaton position peaked at $591K in Q3 2025.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.