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Teamwork Financial Advisors’s Eaton ETN Stock Holding History

Teamwork Financial Advisors’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 		$12.5M Sell
29,220
-1,724
-6% -$695K 1.13% 35
2026
Q1 		$11.1M Sell
30,944
-5,047
-14% -$1.8M 1.17% 36
2025
Q4 		$11.5M Buy
35,991
+3,112
+9% +$1.1M 1.16% 42
2025
Q3 		$12.3M Buy
32,879
+26,258
+397% +$9.55M 1.27% 36
2025
Q2 		$2.36M Sell
6,621
-3,779
-36% -$1.16M 0.27% 65
2025
Q1 		$2.83M Buy
10,400
+5,216
+101% +$1.62M 0.38% 53
2024
Q4 		$1.72M Buy
+5,184
New +$1.82M 0.22% 68

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

Teamwork Financial Advisors's ETN Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Eaton (ETN) stake by 5.6% in Q2 2026, selling an estimated $695K and leaving 29,220 shares worth $12.5M. The position accounts for 1.13% of the portfolio, ranked #35.

Teamwork Financial Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Teamwork Financial Advisors held 29,220 shares of Eaton worth $12.5M as of Q2 2026.
  • Teamwork Financial Advisors sold 1,724 Eaton shares in Q2 2026, an estimated $695K.
  • Eaton made up 1.13% of Teamwork Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Teamwork Financial Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.