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YHB Investment Advisors’s Eaton ETN Stock Holding History

YHB Investment 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 		$10M Buy
23,468
+1,658
+8% +$669K 0.64% 43
2026
Q1 		$7.8M Buy
21,810
+1,293
+6% +$460K 0.56% 52
2025
Q4 		$6.53M Buy
20,517
+1,177
+6% +$417K 0.45% 61
2025
Q3 		$7.24M Buy
19,340
+700
+4% +$255K 0.53% 51
2025
Q2 		$6.65M Buy
18,640
+791
+4% +$244K 0.51% 55
2025
Q1 		$4.85M Buy
17,849
+1,507
+9% +$469K 0.41% 65
2024
Q4 		$5.42M Buy
16,342
+1,483
+10% +$520K 0.45% 56
2024
Q3 		$4.92M Buy
14,859
+2,351
+19% +$718K 0.41% 62
2024
Q2 		$3.92M Buy
12,508
+8,356
+201% +$2.7M 0.34% 71
2024
Q1 		$1.3M Buy
4,152
+3,139
+310% +$858K 0.12% 137
2023
Q4 		$244K Buy
+1,013
New +$224K 0.02% 242
2022
Q1 		– Sell
-1,850
Closed -$320K – 304
2021
Q4 		$320K Hold
1,850
– – 0.03% 253
2021
Q3 		$276K Sell
1,850
-50
-3% -$7.99K 0.02% 258
2021
Q2 		$282K Hold
1,900
– – 0.02% 254
2021
Q1 		$268K Hold
1,900
– – 0.02% 254
2020
Q4 		$228K Buy
+1,900
New +$215K 0.02% 265
2020
Q3 		– Sell
-2,921
Closed -$256K – 269
2020
Q2 		$256K Hold
2,921
– – 0.04% 160
2020
Q1 		$227K Sell
2,921
-51
-2% -$4.67K 0.04% 156
2019
Q4 		$282K Buy
2,972
+51
+2% +$4.53K 0.04% 165
2019
Q3 		$243K Buy
2,921
+150
+5% +$12.2K 0.04% 175
2019
Q2 		$231K Hold
2,771
– – 0.04% 174
2019
Q1 		$223K Sell
2,771
-181
-6% -$13.8K 0.03% 182
2018
Q4 		$203K Buy
+2,952
New +$221K 0.04% 176

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

YHB Investment Advisors's ETN Position: Q2 2026 in Review

YHB Investment Advisors increased its Eaton (ETN) stake by 7.6% in Q2 2026, buying an estimated $669K and bringing the position to 23,468 shares worth $10M. The position accounts for 0.64% of the portfolio, ranked #43.

YHB Investment Advisors first reported a position in ETN in Q4 2018 and has held it in 23 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • YHB Investment Advisors held 23,468 shares of Eaton worth $10M as of Q2 2026.
  • YHB Investment Advisors bought 1,658 Eaton shares in Q2 2026, an estimated $669K.
  • Eaton made up 0.64% of YHB Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • YHB Investment Advisors first reported a position in Eaton in Q4 2018 and has held it in 23 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.