Tilia Fiduciary Partners’s Eaton ETN Stock Holding History

Tilia Fiduciary 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	$2.44M	Buy	6,820 +535	+9%	+$190K	1.34%	27
2025 Q4	$2M	Buy	6,285 +319	+5%	+$113K	1.11%	41
2025 Q3	$2.23M	Buy	5,966 +383	+7%	+$139K	1.29%	35
2025 Q2	$1.99M	Buy	5,583 +469	+9%	+$144K	1.22%	36
2025 Q1	$1.39M	Buy	+5,114	New	+$1.59M	0.93%	43
2023 Q3	–	Sell	-256	Closed	-$51.5K	–	213
2023 Q2	$51.5K	Hold	256	–	–	0.05%	208
2023 Q1	$43.9K	Hold	256	–	–	0.04%	222
2022 Q4	$40.2K	Sell	256 -37	-13%	-$5.67K	0.04%	219
2022 Q3	$40K	Hold	293	–	–	0.04%	217
2022 Q2	$37K	Buy	293 +137	+88%	+$19.2K	0.04%	234
2022 Q1	$24K	Buy	+156	New	+$24.4K	0.02%	294

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tilia Fiduciary Partners's ETN Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Eaton (ETN) stake by 8.5% in Q1 2026, buying an estimated $190K and bringing the position to 6,820 shares worth $2.44M. The position accounts for 1.34% of the portfolio, ranked #27.

Tilia Fiduciary Partners first reported a position in ETN in Q1 2022 and has held it in 11 quarters since. 2,514 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Tilia Fiduciary Partners held 6,820 shares of Eaton worth $2.44M as of Q1 2026.
Tilia Fiduciary Partners bought 535 Eaton shares in Q1 2026, an estimated $190K.
Eaton made up 1.34% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #27 holding.
Tilia Fiduciary Partners first reported a position in Eaton in Q1 2022 and has held it in 11 quarters since.
2,514 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.