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Eaton shares owned by UMA Financial Services

Quarter-by-quarter ownership of Eaton (ETN) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Eaton

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All positions including Eaton held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $141k 377 374.25
2025-06-30 $100k 279 356.99
2025-03-31 $73k 270 271.83
2024-12-31 $88k 266 331.87

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Massachusetts Financial Services
Raymond James Financial
Nuveen
Goldman Sachs Group
Coatue Management
Northern Trust
Invesco
Henderson Group

View all funds holding Eaton