Chesley Taft & Associates’s Eaton ETN Stock Holding History

Chesley Taft & Associates’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	$5.74M	Sell	13,471 -23	-0.2%	-$9.28K	0.22%	87
2026 Q1	$4.83M	Buy	13,494 +30	+0.2%	+$10.7K	0.2%	94
2025 Q4	$4.29M	Buy	13,464 +401	+3%	+$142K	0.17%	106
2025 Q3	$4.89M	Buy	13,063 +3,005	+30%	+$1.09M	0.21%	94
2025 Q2	$3.59M	Buy	10,058 +77	+0.8%	+$23.7K	0.16%	112
2025 Q1	$2.71M	Buy	9,981 +148	+2%	+$46.1K	0.13%	118
2024 Q4	$3.26M	Buy	9,833 +270	+3%	+$94.8K	0.15%	109
2024 Q3	$3.17M	Buy	9,563 +175	+2%	+$53.5K	0.15%	106
2024 Q2	$2.94M	Buy	9,388 +628	+7%	+$203K	0.15%	107
2024 Q1	$2.74M	Buy	+8,760	New	+$2.4M	0.14%	118

Other funds holding ETN

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Chesley Taft & Associates's ETN Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Eaton (ETN) stake by 0.17% in Q2 2026, selling an estimated $9.28K and leaving 13,471 shares worth $5.74M. The position accounts for 0.22% of the portfolio, ranked #87.

Chesley Taft & Associates first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Chesley Taft & Associates held 13,471 shares of Eaton worth $5.74M as of Q2 2026.
Chesley Taft & Associates sold 23 Eaton shares in Q2 2026, an estimated $9.28K.
Eaton made up 0.22% of Chesley Taft & Associates's portfolio in Q2 2026, its #87 holding.
Chesley Taft & Associates first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.