Univest Financial’s Eaton ETN Stock Holding History

Univest Financial’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	$1.39M	Buy	3,265 +3	+0.1%	+$1.21K	0.07%	137
2026 Q1	$1.17M	Buy	3,262 +3	+0.1%	+$1.07K	0.07%	147
2025 Q4	$1.04M	Sell	3,259 -95	-3%	-$33.7K	0.06%	152
2025 Q3	$1.26M	Hold	3,354	–	–	0.07%	144
2025 Q2	$1.2M	Buy	3,354 +25	+0.8%	+$7.7K	0.07%	143
2025 Q1	$905K	Hold	3,329	–	–	0.06%	161
2024 Q4	$1.1M	Buy	+3,329	New	+$1.17M	0.07%	150
2019 Q4	–	Sell	-11,648	Closed	-$969K	–	108
2019 Q3	$969K	Sell	11,648 -2,340	-17%	-$190K	0.31%	57
2019 Q2	$1.17M	Sell	13,988 -148	-1%	-$12K	0.37%	56
2019 Q1	$1.14M	Sell	14,136 -409	-3%	-$31.2K	0.37%	57
2018 Q4	$999K	Buy	14,545 +761	+6%	+$56.9K	0.37%	62
2018 Q3	$1.2M	Sell	13,784 -262	-2%	-$21.4K	0.36%	58
2018 Q2	$1.05M	Buy	+14,046	New	+$1.09M	0.42%	53

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Univest Financial's ETN Position: Q2 2026 in Review

Univest Financial increased its Eaton (ETN) stake by 0.09% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,265 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #137.

Univest Financial first reported a position in ETN in Q2 2018 and has held it in 13 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Univest Financial held 3,265 shares of Eaton worth $1.39M as of Q2 2026.
Univest Financial bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
Eaton made up 0.07% of Univest Financial's portfolio in Q2 2026, its #137 holding.
Univest Financial first reported a position in Eaton in Q2 2018 and has held it in 13 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.