CCM
ETN icon

Carderock Capital Management’s Eaton ETN Stock Holding History

Carderock Capital 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
Q2 		$3.9M Buy
+9,160
New +$3.69M 0.86% 44
2021
Q4 		– Sell
-130
Closed -$19K – 100
2021
Q3 		$19K Buy
+130
New +$20.8K 0.01% 125

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Carderock Capital Management's ETN Position: Q2 2026 in Review

Carderock Capital Management opened a new position in Eaton (ETN) in Q2 2026: 9,160 shares worth $3.9M. The stake represents 0.86% of the portfolio and ranks #44 among its holdings. This is a return to the name: Carderock Capital Management previously reported a position in ETN as recently as Q3 2021.

Carderock Capital Management first reported a position in ETN in Q3 2021 and has held it in 2 quarters since. 1,056 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Carderock Capital Management held 9,160 shares of Eaton worth $3.9M as of Q2 2026.
  • Eaton was a new Carderock Capital Management position in Q2 2026.
  • Eaton made up 0.86% of Carderock Capital Management's portfolio in Q2 2026, its #44 holding.
  • Carderock Capital Management first reported a position in Eaton in Q3 2021 and has held it in 2 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.