Richwood Investment Advisors’s Eaton ETN Stock Holding History

Richwood Investment Advisors’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	$764K	Sell	2,135 -465	-18%	-$165K	0.59%	40
2025 Q4	$972K	Sell	2,600 -315	-11%	-$112K	0.7%	34
2025 Q3	$1.09M	Sell	2,915 -3	-0.1%	-$1.09K	0.85%	27
2025 Q2	$1.04M	Hold	2,918	–	–	0.86%	27
2025 Q1	$793K	Sell	2,918 -310	-10%	-$96.5K	0.67%	37
2024 Q4	$1.07M	Sell	3,228 -40	-1%	-$14K	0.89%	24
2024 Q3	$1.08M	Sell	3,268 -60	-2%	-$18.3K	0.9%	25
2024 Q2	$1.04M	Hold	3,328	–	–	0.91%	26
2024 Q1	$1.04M	Hold	3,328	–	–	0.92%	24
2023 Q4	$801K	Sell	3,328 -30	-0.9%	-$6.62K	0.75%	30
2023 Q3	$716K	Sell	3,358 -20	-0.6%	-$4.31K	0.73%	33
2023 Q2	$679K	Hold	3,378	–	–	0.66%	38
2023 Q1	$579K	Sell	3,378 -10	-0.3%	-$1.67K	0.58%	48
2022 Q4	$532K	Hold	3,388	–	–	0.53%	51
2022 Q3	$452K	Sell	3,388 -26	-0.8%	-$3.64K	0.5%	56
2022 Q2	$430K	Sell	3,414 -8	-0.2%	-$1.12K	0.43%	69
2022 Q1	$519K	Sell	3,422 -110	-3%	-$17.2K	0.46%	62
2021 Q4	$610K	Buy	+3,532	New	+$585K	0.53%	46

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 $2.9T AUM 29.55% 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

Richwood Investment Advisors's ETN Position: Q1 2026 in Review

Richwood Investment Advisors reduced its Eaton (ETN) stake by 18% in Q1 2026, selling an estimated $165K and leaving 2,135 shares worth $764K. The position accounts for 0.59% of the portfolio, ranked #40.

Richwood Investment Advisors first reported a position in ETN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Richwood Investment Advisors held 2,135 shares of Eaton worth $764K as of Q1 2026.
Richwood Investment Advisors sold 465 Eaton shares in Q1 2026, an estimated $165K.
Eaton made up 0.59% of Richwood Investment Advisors's portfolio in Q1 2026, its #40 holding.
Richwood Investment Advisors first reported a position in Eaton in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's Eaton position peaked at $1.09M in Q3 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.