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Eaton shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Eaton

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All positions including Eaton held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 566 374.25
2025-06-30 $226k 634 356.99
2024-09-30 $227k 685 331.44
2024-06-30 $215k 685 313.55
2024-03-31 $217k 695 312.68
2022-06-30 $79k 631 125.20

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Massachusetts Financial Services
Raymond James Financial
Nuveen
Goldman Sachs Group
Coatue Management
Northern Trust
Invesco
Henderson Group

View all funds holding Eaton