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W.H. Cornerstone Investments’s Eaton ETN Stock Holding History

W.H. Cornerstone 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 		$1M Sell
2,352
-147
-6% -$59.3K 0.57% 41
2026
Q1 		$894K Sell
2,499
-552
-18% -$196K 0.56% 39
2025
Q4 		$972K Sell
3,051
-215
-7% -$76.2K 0.59% 38
2025
Q3 		$1.22M Buy
3,266
+2,086
+177% +$759K 0.75% 36
2025
Q2 		$421K Buy
1,180
+208
+21% +$64.1K 0.27% 75
2025
Q1 		$264K Sell
972
-73
-7% -$22.7K 0.18% 94
2024
Q4 		$347K Sell
1,045
-22
-2% -$7.72K 0.23% 94
2024
Q3 		$354K Sell
1,067
-132
-11% -$40.3K 0.24% 87
2024
Q2 		$376K Buy
1,199
+84
+8% +$27.1K 0.27% 84
2024
Q1 		$349K Buy
+1,115
New +$305K 0.25% 93

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

W.H. Cornerstone Investments's ETN Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Eaton (ETN) stake by 5.9% in Q2 2026, selling an estimated $59.3K and leaving 2,352 shares worth $1M. The position accounts for 0.57% of the portfolio, ranked #41.

W.H. Cornerstone Investments first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 2,673 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • W.H. Cornerstone Investments held 2,352 shares of Eaton worth $1M as of Q2 2026.
  • W.H. Cornerstone Investments sold 147 Eaton shares in Q2 2026, an estimated $59.3K.
  • Eaton made up 0.57% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #41 holding.
  • W.H. Cornerstone Investments first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • W.H. Cornerstone Investments's Eaton position peaked at $1.22M in Q3 2025.
  • 2,673 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.