RFP
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Root Financial Partners's ETN Position: Q1 2026 in Review

Root Financial Partners increased its Eaton (ETN) stake by 112% in Q1 2026, buying an estimated $202K and bringing the position to 1,075 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #206.

Root Financial Partners first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Root Financial Partners held 1,075 shares of Eaton worth $384K as of Q1 2026.
  • Root Financial Partners bought 568 Eaton shares in Q1 2026, an estimated $202K.
  • Eaton made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #206 holding.
  • Root Financial Partners first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.