Position in ETN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,058,908
+$206,581 QoQ
Shares Held
2,485
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,380
of 2,629 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $3,310,531 across 2 Specialty Industrial Machinery names. ETN ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,548 | $2,251,623 | |
| 2 | ETN |
Eaton Corp plc
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|
2,485 | $1,058,908 |
All Filings in ETN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,908 | 2,485 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $852,327 | 2,383 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $766,335 | 2,406 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $897,077 | 2,397 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $839,640 | 2,352 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $640,159 | 2,355 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $753,344 | 2,270 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $750,711 | 2,265 | Shares | Sole | 2024-10-11 | |
| 2020-03-31 | $776 | 10 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||