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Scharf Investments’s Eaton ETN Stock Holding History

Scharf Investments’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 		$862K Sell
2,024
-271
-12% -$109K 0.03% 59
2026
Q1 		$821K Sell
2,295
-861
-27% -$306K 0.03% 59
2025
Q4 		$1.01M Sell
3,156
-391
-11% -$139K 0.03% 56
2025
Q3 		$1.33M Sell
3,547
-49
-1% -$17.8K 0.03% 56
2025
Q2 		$1.28M Buy
3,596
+299
+9% +$92.1K 0.04% 49
2025
Q1 		$896K Sell
3,297
-30
-0.9% -$9.34K 0.03% 50
2024
Q4 		$1.1M Buy
3,327
+225
+7% +$79K 0.03% 48
2024
Q3 		$1.03M Buy
3,102
+78
+3% +$23.8K 0.03% 48
2024
Q2 		$948K Buy
3,024
+178
+6% +$57.5K 0.03% 48
2024
Q1 		$890K Buy
+2,846
New +$778K 0.02% 48

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Scharf Investments's ETN Position: Q2 2026 in Review

Scharf Investments reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $109K and leaving 2,024 shares worth $862K. The position accounts for 0.03% of the portfolio, ranked #59.

Scharf Investments first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Scharf Investments held 2,024 shares of Eaton worth $862K as of Q2 2026.
  • Scharf Investments sold 271 Eaton shares in Q2 2026, an estimated $109K.
  • Eaton made up 0.03% of Scharf Investments's portfolio in Q2 2026, its #59 holding.
  • Scharf Investments first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • Scharf Investments's Eaton position peaked at $1.33M in Q3 2025.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.