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Kelleher Financial Advisors’s Eaton ETN Stock Holding History

Kelleher Financial Advisors’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 		$1.13M Buy
2,647
+1,442
+120% +$582K 0.16% 111
2026
Q1 		$430K Buy
1,205
+66
+6% +$23.5K 0.11% 128
2025
Q4 		$363K Buy
1,139
+6
+0.5% +$2.13K 0.08% 147
2025
Q3 		$424K Sell
1,133
-72
-6% -$26.2K 0.11% 121
2025
Q2 		$430K Buy
+1,205
New +$371K 0.15% 88
2022
Q3 		– Sell
-1,616
Closed -$203K – 130
2022
Q2 		$203K Buy
+1,616
New +$226K 0.09% 123

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kelleher Financial Advisors's ETN Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Eaton (ETN) stake by 120% in Q2 2026, buying an estimated $582K and bringing the position to 2,647 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #111.

Kelleher Financial Advisors first reported a position in ETN in Q2 2022 and has held it in 6 quarters since. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Kelleher Financial Advisors held 2,647 shares of Eaton worth $1.13M as of Q2 2026.
  • Kelleher Financial Advisors bought 1,442 Eaton shares in Q2 2026, an estimated $582K.
  • Eaton made up 0.16% of Kelleher Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Kelleher Financial Advisors first reported a position in Eaton in Q2 2022 and has held it in 6 quarters since.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.