Root Financial Partners’s Eaton ETN Stock Holding History

Root Financial 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	$653K	Buy	1,533 +458	+43%	+$185K	0.03%	160
2026 Q1	$384K	Buy	1,075 +568	+112%	+$202K	0.02%	206
2025 Q4	$161K	Sell	507 -51	-9%	-$18.1K	0.01%	339
2025 Q3	$209K	Buy	+558	New	+$203K	0.01%	272

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 $3.37T AUM 44.26% 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

Root Financial Partners's ETN Position: Q2 2026 in Review

Root Financial Partners increased its Eaton (ETN) stake by 43% in Q2 2026, buying an estimated $185K and bringing the position to 1,533 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #160.

Root Financial Partners first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Root Financial Partners held 1,533 shares of Eaton worth $653K as of Q2 2026.
Root Financial Partners bought 458 Eaton shares in Q2 2026, an estimated $185K.
Eaton made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #160 holding.
Root Financial Partners first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.