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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
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 $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

Savvy Advisors Inc's ETN Position: Q1 2026 in Review

Savvy Advisors Inc increased its Eaton (ETN) stake by 7.5% in Q1 2026, buying an estimated $315K and bringing the position to 12,746 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #137.

Savvy Advisors Inc first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Savvy Advisors Inc held 12,746 shares of Eaton worth $4.56M as of Q1 2026.
  • Savvy Advisors Inc bought 884 Eaton shares in Q1 2026, an estimated $315K.
  • Eaton made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #137 holding.
  • Savvy Advisors Inc first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.