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GLOBALT Investments’s Eaton ETN Stock Holding History

GLOBALT Investments’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 		$6.85M Sell
16,075
-707
-4% -$285K 0.23% 53
2026
Q1 		$6M Sell
16,782
-10,907
-39% -$3.88M 0.21% 57
2025
Q4 		$8.82M Sell
27,689
-838
-3% -$297K 0.32% 40
2025
Q3 		$10.7M Sell
28,527
-430
-1% -$156K 0.39% 33
2025
Q2 		$10.3M Sell
28,957
-1,392
-5% -$429K 0.4% 31
2025
Q1 		$8.25M Sell
30,349
-226
-0.7% -$70.4K 0.34% 38
2024
Q4 		$10.1M Sell
30,575
-513
-2% -$180K 0.39% 30
2024
Q3 		$10.3M Sell
31,088
-529
-2% -$162K 0.39% 29
2024
Q2 		$9.91M Sell
31,617
-382
-1% -$123K 0.4% 30
2024
Q1 		$10M Sell
31,999
-651
-2% -$178K 0.4% 30
2023
Q4 		$7.86M Buy
+32,650
New +$7.21M 0.33% 36

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GLOBALT Investments's ETN Position: Q2 2026 in Review

GLOBALT Investments reduced its Eaton (ETN) stake by 4.2% in Q2 2026, selling an estimated $285K and leaving 16,075 shares worth $6.85M. The position accounts for 0.23% of the portfolio, ranked #53.

GLOBALT Investments first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q3 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • GLOBALT Investments held 16,075 shares of Eaton worth $6.85M as of Q2 2026.
  • GLOBALT Investments sold 707 Eaton shares in Q2 2026, an estimated $285K.
  • Eaton made up 0.23% of GLOBALT Investments's portfolio in Q2 2026, its #53 holding.
  • GLOBALT Investments first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Eaton position peaked at $10.7M in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.