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Savvy Advisors Inc’s Eaton ETN Stock Holding History

Savvy Advisors Inc’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 		$6.34M Buy
14,871
+2,125
+17% +$857K 0.13% 130
2026
Q1 		$4.56M Buy
12,746
+884
+7% +$315K 0.12% 137
2025
Q4 		$3.78M Buy
11,862
+994
+9% +$352K 0.12% 124
2025
Q3 		$4.07M Buy
10,868
+5,494
+102% +$2M 0.19% 90
2025
Q2 		$1.92M Buy
5,374
+1,494
+39% +$460K 0.13% 122
2025
Q1 		$1.05M Buy
3,880
+277
+8% +$86.2K 0.11% 158
2024
Q4 		$1.2M Sell
3,603
-237
-6% -$83.2K 0.14% 121
2024
Q3 		$1.27M Buy
3,840
+2,742
+250% +$838K 0.26% 76
2024
Q2 		$344K Buy
+1,098
New +$354K 0.11% 189

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 $3.37T AUM 44.26% 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

Savvy Advisors Inc's ETN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Eaton (ETN) stake by 17% in Q2 2026, buying an estimated $857K and bringing the position to 14,871 shares worth $6.34M. The position accounts for 0.13% of the portfolio, ranked #130.

Savvy Advisors Inc first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Savvy Advisors Inc held 14,871 shares of Eaton worth $6.34M as of Q2 2026.
  • Savvy Advisors Inc bought 2,125 Eaton shares in Q2 2026, an estimated $857K.
  • Eaton made up 0.13% of Savvy Advisors Inc's portfolio in Q2 2026, its #130 holding.
  • Savvy Advisors Inc first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.