Robertson Stephens Wealth Management, LLC

Position in ETN — Eaton Corp plc

CIK 1767307 San Francisco, CA

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Position in ETN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,815,374

+$453,322 QoQ

Shares Held

6,607

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#447

of 1,492 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ETN Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $8,885,623 across 11 Specialty Industrial Machinery names. ETN ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	6,607	$2,815,374
2	GEV	GE Vernova Inc.	1,161	$1,364,012
3	PH	Parker-Hannifin Corp	1,034	$1,011,376
4	EMR	Emerson Electric Co	6,403	$916,589
5	ROK	Rockwell Automation, Inc	1,124	$556,469
6	CMI	Cummins Inc	689	$491,401
7	XYL	Xylem Inc.	3,293	$389,265
8	ITW	Illinois Tool Works Inc	1,418	$383,526

All Filings in ETN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,815,374	6,607	+0.0%	Shares	Sole	2026-07-29
2026-03-31	$2,362,052	6,604	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$2,084,647	6,545	+0.3%	Shares	Sole	2026-02-02
2025-09-30	$2,441,232	6,523	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$2,355,777	6,599	-11.6%	Shares	Sole	2025-07-24
2025-03-31	$2,029,210	7,465	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$2,483,051	7,482	+0.9%	Shares	Sole	2025-01-27
2024-09-30	$2,457,296	7,414	+5.7%	Shares	Sole	2024-11-12
2024-06-30	$2,199,553	7,015	+9.8%	Shares	Sole	2024-08-13
2024-03-31	$1,996,774	6,386	+3.8%	Shares	Sole	2024-05-15
2023-12-31	$1,482,247	6,155	+41.8%	Shares	Sole	2024-02-06
2023-09-30	$925,635	4,340	+95.8%	Shares	Sole	2023-11-13
2023-06-30	$445,637	2,216	-1.5%	Shares	Sole	2023-08-11
2023-03-31	$385,515	2,250	-1.1%	Shares	Sole	2023-05-11
2022-12-31	$357,061	2,275	+43.6%	Shares	Sole	2023-02-14
2022-09-30	$211,242	1,584	-42.4%	Shares	Sole	2022-11-14
2022-06-30	$346,598	2,751	-26.1%	Shares	Sole	2022-08-12
2022-03-31	$565,154	3,724	+26.6%	Shares	Sole	2022-05-16
2021-09-30	$439,120	2,941	-16.5%	Shares	Sole	2021-11-10
2021-06-30	$522,186	3,524	-0.2%	Shares	Sole	2021-08-17
2021-03-31	$488,404	3,532	+2.5%	Shares	Sole	2021-05-07
2020-12-31	$414,002	3,446	0.0%	Shares	Sole	2021-02-10
2020-09-30	$351,595	3,446	-4.9%	Shares	Sole	2020-11-10
2020-06-30	$317,115	3,625	-41.1%	Shares	Sole	2020-08-12
2020-03-31	$477,871	6,151	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.