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 Q2	$4.64M	Sell	10,900 -300	-3%	-$121K	0.01%	1141
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cerity Partners's ETN Position: Q2 2026 in Review

Cerity Partners increased its Eaton (ETN) stake by 2.9% in Q2 2026, buying an estimated $2.05M and bringing the position to 181,485 shares worth $77.3M. The position accounts for 0.09% of the portfolio, ranked #185.

Cerity Partners first reported a position in ETN in Q4 2016 and has held it in 38 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Cerity Partners held 181,485 shares of Eaton worth $77.3M as of Q2 2026.
Cerity Partners bought 5,086 Eaton shares in Q2 2026, an estimated $2.05M.
Eaton made up 0.09% of Cerity Partners's portfolio in Q2 2026, its #185 holding.
Cerity Partners first reported a position in Eaton in Q4 2016 and has held it in 38 quarters since.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.