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Verum Partners’s Eaton ETN Stock Holding History

Verum Partners’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 		$492K Sell
1,154
-18
-2% -$7.26K 0.07% 122
2026
Q1 		$419K Buy
1,172
+136
+13% +$48.4K 0.08% 113
2025
Q4 		$330K Sell
1,036
-1
-0.1% -$354 0.07% 129
2025
Q3 		$388K Sell
1,037
-32
-3% -$11.6K 0.08% 118
2025
Q2 		$382K Buy
1,069
+49
+5% +$15.1K 0.09% 116
2025
Q1 		$277K Buy
1,020
+6
+0.6% +$1.87K 0.07% 130
2024
Q4 		$337K Sell
1,014
-28
-3% -$9.83K 0.1% 112
2024
Q3 		$345K Sell
1,042
-8
-0.8% -$2.44K 0.1% 115
2024
Q2 		$329K Buy
1,050
+61
+6% +$19.7K 0.11% 109
2024
Q1 		$309K Buy
989
+11
+1% +$3.01K 0.11% 114
2023
Q4 		$236K Sell
978
-23
-2% -$5.08K 0.09% 123
2023
Q3 		$213K Sell
1,001
-365
-27% -$78.7K 0.1% 128
2023
Q2 		$275K Buy
+1,366
New +$240K 0.25% 70

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
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
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Verum Partners's ETN Position: Q2 2026 in Review

Verum Partners reduced its Eaton (ETN) stake by 1.5% in Q2 2026, selling an estimated $7.26K and leaving 1,154 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #122.

Verum Partners first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 689 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Verum Partners held 1,154 shares of Eaton worth $492K as of Q2 2026.
  • Verum Partners sold 18 Eaton shares in Q2 2026, an estimated $7.26K.
  • Eaton made up 0.07% of Verum Partners's portfolio in Q2 2026, its #122 holding.
  • Verum Partners first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • 689 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.