Cerity Partners’s Eaton ETN Stock Holding History

Cerity Partners’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	$4.01M	Sell	11,200 -5,100	-31%	-$1.81M	0.01%	1129
2025 Q4	$223K	Buy	+16,300	New	+$5.78M	﹤0.01%	2574

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cerity Partners's ETN Position: Q1 2026 in Review

Cerity Partners increased its Eaton (ETN) stake by 2.2% in Q1 2026, buying an estimated $1.34M and bringing the position to 176,399 shares worth $63.1M. The position accounts for 0.09% of the portfolio, ranked #201.

Cerity Partners first reported a position in ETN in Q4 2016 and has held it in 37 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Cerity Partners held 176,399 shares of Eaton worth $63.1M as of Q1 2026.
Cerity Partners bought 3,772 Eaton shares in Q1 2026, an estimated $1.34M.
Eaton made up 0.09% of Cerity Partners's portfolio in Q1 2026, its #201 holding.
Cerity Partners first reported a position in Eaton in Q4 2016 and has held it in 37 quarters since.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.