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Warren Street Wealth Advisors’s Eaton ETN Stock Holding History

Warren Street Wealth 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
Q2 		$255K Buy
+599
New +$242K 0.06% 119
2025
Q4 		– Sell
-536
Closed -$201K – 135
2025
Q3 		$201K Buy
+536
New +$195K 0.06% 145

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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

Warren Street Wealth Advisors's ETN Position: Q2 2026 in Review

Warren Street Wealth Advisors opened a new position in Eaton (ETN) in Q2 2026: 599 shares worth $255K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: Warren Street Wealth Advisors previously reported a position in ETN as recently as Q3 2025.

Warren Street Wealth Advisors first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Warren Street Wealth Advisors held 599 shares of Eaton worth $255K as of Q2 2026.
  • Eaton was a new Warren Street Wealth Advisors position in Q2 2026.
  • Eaton made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Warren Street Wealth Advisors first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.