Root Financial Partners
ETN icon

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
Q3 		$644K Sell
1,498
-35
-2% -$14.6K 0.02% 188
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

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Root Financial Partners's ETN Position: Q3 2026 in Review

Root Financial Partners reduced its Eaton (ETN) stake by 2.3% in Q3 2026, selling an estimated $14.6K and leaving 1,498 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #188.

Root Financial Partners first reported a position in ETN in Q3 2025 and has held it in 5 quarters since. The position peaked at $653K in Q2 2026. 1,183 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Root Financial Partners held 1,498 shares of Eaton worth $644K as of Q3 2026.
  • Root Financial Partners sold 35 Eaton shares in Q3 2026, an estimated $14.6K.
  • Eaton made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #188 holding.
  • Root Financial Partners first reported a position in Eaton in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Eaton position peaked at $653K in Q2 2026.
  • 1,183 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.