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Cyndeo Wealth Partners’s Eaton ETN Stock Holding History

Cyndeo Wealth 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 		$11.4M Buy
26,848
+557
+2% +$225K 0.54% 53
2026
Q1 		$9.4M Buy
26,291
+18,208
+225% +$6.48M 0.49% 64
2025
Q4 		$2.57M Buy
8,083
+712
+10% +$252K 0.14% 142
2025
Q3 		$2.76M Buy
7,371
+3,511
+91% +$1.28M 0.15% 143
2025
Q2 		$1.38M Buy
3,860
+2,611
+209% +$804K 0.08% 193
2025
Q1 		$340K Sell
1,249
-5
-0.4% -$1.56K 0.02% 347
2024
Q4 		$416K Sell
1,254
-5
-0.4% -$1.75K 0.03% 323
2024
Q3 		$417K Buy
+1,259
New +$385K 0.03% 320

Other funds holding ETN

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

Cyndeo Wealth Partners's ETN Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Eaton (ETN) stake by 2.1% in Q2 2026, buying an estimated $225K and bringing the position to 26,848 shares worth $11.4M. The position accounts for 0.54% of the portfolio, ranked #53.

Cyndeo Wealth Partners first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cyndeo Wealth Partners held 26,848 shares of Eaton worth $11.4M as of Q2 2026.
  • Cyndeo Wealth Partners bought 557 Eaton shares in Q2 2026, an estimated $225K.
  • Eaton made up 0.54% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Cyndeo Wealth Partners first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.