Zhang Financial’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Sell |
5,829
-55
| -0.9% | -$19.6K | 0.07% | 125 |
|
|
2025
Q4 | $1.87M | Buy |
5,884
+1,081
| +23% | +$383K | 0.07% | 132 |
|
|
2025
Q3 | $1.8M | Sell |
4,803
-61
| -1% | -$22.2K | 0.07% | 137 |
|
|
2025
Q2 | $1.74M | Buy |
4,864
+91
| +2% | +$28K | 0.08% | 128 |
|
|
2025
Q1 | $1.3M | Buy |
4,773
+96
| +2% | +$29.9K | 0.07% | 138 |
|
|
2024
Q4 | $1.55M | Buy |
4,677
+14
| +0.3% | +$4.91K | 0.09% | 117 |
|
|
2024
Q3 | $1.55M | Buy |
4,663
+9
| +0.2% | +$2.75K | 0.1% | 109 |
|
|
2024
Q2 | $1.46M | Buy |
4,654
+14
| +0.3% | +$4.52K | 0.1% | 110 |
|
|
2024
Q1 | $1.45M | Buy |
4,640
+197
| +4% | +$53.9K | 0.11% | 109 |
|
|
2023
Q4 | $1.07M | Sell |
4,443
-3
| -0.1% | -$662 | 0.09% | 123 |
|
|
2023
Q3 | $948K | Buy |
4,446
+23
| +0.5% | +$4.96K | 0.1% | 118 |
|
|
2023
Q2 | $889K | Hold |
4,423
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $758K | Sell |
4,423
-402
| -8% | -$66.9K | 0.09% | 127 |
|
|
2022
Q4 | $757K | Buy |
4,825
+120
| +3% | +$18.4K | 0.1% | 117 |
|
|
2022
Q3 | $627K | Hold |
4,705
| – | – | 0.09% | 116 |
|
|
2022
Q2 | $593K | Hold |
4,705
| – | – | 0.1% | 117 |
|
|
2022
Q1 | $714K | Buy |
4,705
+117
| +3% | +$18.3K | 0.12% | 107 |
|
|
2021
Q4 | $793K | Buy |
4,588
+344
| +8% | +$57K | 0.14% | 92 |
|
|
2021
Q3 | $634K | Hold |
4,244
| – | – | 0.15% | 76 |
|
|
2021
Q2 | $629K | Hold |
4,244
| – | – | 0.15% | 70 |
|
|
2021
Q1 | $587K | Hold |
4,244
| – | – | 0.16% | 67 |
|
|
2020
Q4 | $510K | Sell |
4,244
-138
| -3% | -$15.6K | 0.16% | 64 |
|
|
2020
Q3 | $447K | Sell |
4,382
-992
| -18% | -$97K | 0.16% | 61 |
|
|
2020
Q2 | $470K | Buy |
5,374
+1
| +0% | +$82 | 0.18% | 53 |
|
|
2020
Q1 | $417K | Sell |
5,373
-255
| -5% | -$23.4K | 0.18% | 55 |
|
|
2019
Q4 | $533K | Sell |
5,628
-912
| -14% | -$81K | 0.2% | 55 |
|
|
2019
Q3 | $544K | Sell |
6,540
-997
| -13% | -$80.8K | 0.23% | 51 |
|
|
2019
Q2 | $628K | Sell |
7,537
-188
| -2% | -$15.2K | 0.26% | 51 |
|
|
2019
Q1 | $622K | Buy |
7,725
+3
| +0% | +$229 | 0.27% | 45 |
|
|
2018
Q4 | $530K | Buy |
7,722
+4
| +0.1% | +$299 | 0.26% | 45 |
|
|
2018
Q3 | $675K | Sell |
7,718
-997
| -11% | -$81.5K | 0.32% | 38 |
|
|
2018
Q2 | $653K | Buy |
8,715
+3
| +0% | +$232 | 0.33% | 37 |
|
|
2018
Q1 | $677K | Sell |
8,712
-97
| -1% | -$7.96K | 0.35% | 36 |
|
|
2017
Q4 | $723K | Sell |
8,809
-2,095
| -19% | -$163K | 0.35% | 38 |
|
|
2017
Q3 | $847K | Buy |
10,904
+89
| +0.8% | +$6.72K | 0.43% | 34 |
|
|
2017
Q2 | $870K | Buy |
10,815
+2,006
| +23% | +$153K | 0.46% | 34 |
|
|
2017
Q1 | $723K | Sell |
8,809
-1,971
| -18% | -$140K | 0.36% | 38 |
|
|
2016
Q4 | $732K | Hold |
10,780
| – | – | 0.4% | 37 |
|
|
2016
Q3 | $708K | Sell |
10,780
-90
| -0.8% | -$5.82K | 0.39% | 36 |
|
|
2016
Q2 | $649K | Hold |
10,870
| – | – | 0.36% | 38 |
|
|
2016
Q1 | $680K | Sell |
10,870
-45
| -0.4% | -$2.49K | 0.38% | 36 |
|
|
2015
Q4 | $568K | Sell |
10,915
-10,018
| -48% | -$543K | 0.34% | 40 |
|
|
2015
Q3 | $1.07M | Buy |
20,933
+10,011
| +92% | +$591K | 0.68% | 23 |
|
|
2015
Q2 | $737K | Sell |
10,922
-100
| -0.9% | -$7.06K | 0.47% | 31 |
|
|
2015
Q1 | $749K | Hold |
11,022
| – | – | 0.47% | 33 |
|
|
2014
Q4 | $749K | Hold |
11,022
| – | – | 0.49% | 33 |
|
|
2014
Q3 | $698K | Sell |
11,022
-89
| -0.8% | -$6.31K | 0.48% | 32 |
|
|
2014
Q2 | $858K | Buy |
11,111
+677
| +6% | +$50.2K | 0.58% | 28 |
|
|
2014
Q1 | $784K | Hold |
10,434
| – | – | 0.56% | 28 |
|
|
2013
Q4 | $794K | Sell |
10,434
-2,356
| -18% | -$168K | 0.6% | 27 |
|
|
2013
Q3 | $880K | Hold |
12,790
| – | – | 0.71% | 25 |
|
|
2013
Q2 | $842K | Buy |
+12,790
| New | +$806K | 0.72% | 24 |
|
Other funds holding ETN
VCM
VPM
Zhang Financial's ETN Position: Q1 2026 in Review
Zhang Financial reduced its Eaton (ETN) stake by 0.93% in Q1 2026, selling an estimated $19.6K and leaving 5,829 shares worth $2.08M. The position accounts for 0.07% of the portfolio, ranked #125.
Zhang Financial first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- Zhang Financial held 5,829 shares of Eaton worth $2.08M as of Q1 2026.
- Zhang Financial sold 55 Eaton shares in Q1 2026, an estimated $19.6K.
- Eaton made up 0.07% of Zhang Financial's portfolio in Q1 2026, its #125 holding.
- Zhang Financial first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
- 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.