WF
ETN icon

Welch & Forbes’s Eaton ETN Stock Holding History

Welch & Forbes’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 		$2.18M Buy
5,123
+1,774
+53% +$715K 0.03% 183
2026
Q1 		$1.2M Sell
3,349
-60
-2% -$21.4K 0.02% 211
2025
Q4 		$1.09M Buy
3,409
+53
+2% +$18.8K 0.01% 222
2025
Q3 		$1.26M Sell
3,356
-400
-11% -$145K 0.02% 211
2025
Q2 		$1.34M Sell
3,756
-3
-0.1% -$924 0.02% 206
2025
Q1 		$1.02M Buy
3,759
+192
+5% +$59.8K 0.01% 224
2024
Q4 		$1.18M Buy
3,567
+803
+29% +$282K 0.02% 214
2024
Q3 		$916K Buy
2,764
+93
+3% +$28.4K 0.01% 234
2024
Q2 		$847K Hold
2,671
– – 0.01% 239
2024
Q1 		$835K Buy
2,671
+213
+9% +$58.2K 0.01% 240
2023
Q4 		$592K Hold
2,458
– – 0.01% 266
2023
Q3 		$524K Sell
2,458
-28
-1% -$6.04K 0.01% 276
2023
Q2 		$500K Buy
2,486
+100
+4% +$17.6K 0.01% 285
2023
Q1 		$409K Sell
2,386
-90
-4% -$15K 0.01% 299
2022
Q4 		$389K Buy
2,476
+200
+9% +$30.7K 0.01% 306
2022
Q3 		$304K Buy
+2,276
New +$318K 0.01% 319

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Welch & Forbes's ETN Position: Q2 2026 in Review

Welch & Forbes increased its Eaton (ETN) stake by 53% in Q2 2026, buying an estimated $715K and bringing the position to 5,123 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #183.

Welch & Forbes first reported a position in ETN in Q3 2022 and has held it in 16 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Welch & Forbes held 5,123 shares of Eaton worth $2.18M as of Q2 2026.
  • Welch & Forbes bought 1,774 Eaton shares in Q2 2026, an estimated $715K.
  • Eaton made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #183 holding.
  • Welch & Forbes first reported a position in Eaton in Q3 2022 and has held it in 16 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.