Callan Family Office’s Eaton ETN Stock Holding History

Callan Family Office’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	$8.39M	Buy	19,690 +268	+1%	+$108K	0.16%	119
2026 Q1	$6.95M	Sell	19,422 -1,839	-9%	-$654K	0.16%	140
2025 Q4	$6.77M	Buy	21,261 +2,599	+14%	+$921K	0.15%	141
2025 Q3	$6.98M	Buy	18,662 +18	+0.1%	+$6.55K	0.22%	102
2025 Q2	$6.66M	Buy	18,644 +11,502	+161%	+$3.54M	0.21%	114
2025 Q1	$1.94M	Sell	7,142 -5,239	-42%	-$1.63M	0.15%	130
2024 Q4	$4.11M	Buy	12,381 +11,162	+916%	+$3.92M	0.26%	74
2024 Q3	$404K	Buy	1,219 +554	+83%	+$169K	0.07%	116
2024 Q2	$209K	Buy	+665	New	+$215K	0.04%	149
2023 Q3	–	Sell	-5,152	Closed	-$1.04M	–	99
2023 Q2	$1.04M	Sell	5,152 -24	-0.5%	-$4.22K	0.27%	42
2023 Q1	$887K	Sell	5,176 -97	-2%	-$16.1K	0.22%	67
2022 Q4	$828K	Buy	+5,273	New	+$808K	0.27%	39

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Callan Family Office's ETN Position: Q2 2026 in Review

Callan Family Office increased its Eaton (ETN) stake by 1.4% in Q2 2026, buying an estimated $108K and bringing the position to 19,690 shares worth $8.39M. The position accounts for 0.16% of the portfolio, ranked #119.

Callan Family Office first reported a position in ETN in Q4 2022 and has held it in 12 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Callan Family Office held 19,690 shares of Eaton worth $8.39M as of Q2 2026.
Callan Family Office bought 268 Eaton shares in Q2 2026, an estimated $108K.
Eaton made up 0.16% of Callan Family Office's portfolio in Q2 2026, its #119 holding.
Callan Family Office first reported a position in Eaton in Q4 2022 and has held it in 12 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.