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Cahill Financial Advisors’s Eaton ETN Stock Holding History

Cahill Financial Advisors’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
Q2 		$223K Buy
+523
New +$211K 0.02% 281
2021
Q4 		– Sell
-462
Closed -$69K – 396
2021
Q3 		$69K Buy
+462
New +$73.8K 0.01% 303

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cahill Financial Advisors's ETN Position: Q2 2026 in Review

Cahill Financial Advisors opened a new position in Eaton (ETN) in Q2 2026: 523 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Cahill Financial Advisors previously reported a position in ETN as recently as Q3 2021.

Cahill Financial Advisors first reported a position in ETN in Q3 2021 and has held it in 2 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cahill Financial Advisors held 523 shares of Eaton worth $223K as of Q2 2026.
  • Eaton was a new Cahill Financial Advisors position in Q2 2026.
  • Eaton made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #281 holding.
  • Cahill Financial Advisors first reported a position in Eaton in Q3 2021 and has held it in 2 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.