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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
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 $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

GLOBALT Investments's ETN Position: Q1 2026 in Review

GLOBALT Investments reduced its Eaton (ETN) stake by 39% in Q1 2026, selling an estimated $3.88M and leaving 16,782 shares worth $6M. The position accounts for 0.21% of the portfolio, ranked #57.

GLOBALT Investments first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.7M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • GLOBALT Investments held 16,782 shares of Eaton worth $6M as of Q1 2026.
  • GLOBALT Investments sold 10,907 Eaton shares in Q1 2026, an estimated $3.88M.
  • Eaton made up 0.21% of GLOBALT Investments's portfolio in Q1 2026, its #57 holding.
  • GLOBALT Investments first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Eaton position peaked at $10.7M in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.