CWM
ETN icon

Cahaba Wealth Management’s Eaton ETN Stock Holding History

Cahaba Wealth Management’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
Q1 		$246K Sell
687
-81
-11% -$28.8K 0.02% 136
2025
Q4 		$245K Sell
768
-4
-0.5% -$1.42K 0.02% 135
2025
Q3 		$289K Sell
772
-30
-4% -$10.9K 0.02% 124
2025
Q2 		$286K Sell
802
-124
-13% -$38.2K 0.02% 125
2025
Q1 		$252K Buy
926
+20
+2% +$6.23K 0.02% 127
2024
Q4 		$301K Hold
906
– – 0.02% 116
2024
Q3 		$300K Sell
906
-11
-1% -$3.36K 0.02% 123
2024
Q2 		$287K Sell
917
-58
-6% -$18.7K 0.03% 119
2024
Q1 		$305K Hold
975
– – 0.03% 113
2023
Q4 		$235K Sell
975
-165
-14% -$36.4K 0.02% 129
2023
Q3 		$243K Sell
1,140
-92
-7% -$19.8K 0.03% 122
2023
Q2 		$248K Sell
1,232
-135
-10% -$23.7K 0.03% 127
2023
Q1 		$234K Sell
1,367
-74
-5% -$12.3K 0.03% 129
2022
Q4 		$226K Buy
+1,441
New +$221K 0.03% 132
2022
Q2 		– Sell
-1,663
Closed -$241K – 136
2022
Q1 		$241K Sell
1,663
-48
-3% -$7.51K 0.03% 129
2021
Q4 		$296K Buy
1,711
+6
+0.4% +$994 0.04% 118
2021
Q3 		$254K Buy
+1,705
New +$272K 0.04% 117

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cahaba Wealth Management's ETN Position: Q1 2026 in Review

Cahaba Wealth Management reduced its Eaton (ETN) stake by 11% in Q1 2026, selling an estimated $28.8K and leaving 687 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #136.

Cahaba Wealth Management first reported a position in ETN in Q3 2021 and has held it in 17 quarters since. The position peaked at $305K in Q1 2024. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Cahaba Wealth Management held 687 shares of Eaton worth $246K as of Q1 2026.
  • Cahaba Wealth Management sold 81 Eaton shares in Q1 2026, an estimated $28.8K.
  • Eaton made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Cahaba Wealth Management first reported a position in Eaton in Q3 2021 and has held it in 17 quarters since.
  • Cahaba Wealth Management's Eaton position peaked at $305K in Q1 2024.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.