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Wellington-Altus USA’s Eaton ETN Stock Holding History

Wellington-Altus USA’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 		$56.2K Buy
157
+101
+180% +$40.7K 0.04% 286
2026
Q1 		$23.9K Sell
56
-92
-62% -$32.7K 0.01% 486
2025
Q4 		$47.1K Buy
+148
New +$52.5K 0.03% 306

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

Wellington-Altus USA's ETN Position: Q2 2026 in Review

Wellington-Altus USA increased its Eaton (ETN) stake by 180% in Q2 2026, buying an estimated $40.7K and bringing the position to 157 shares worth $56.2K. The position accounts for 0.04% of the portfolio, ranked #286.

Wellington-Altus USA first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wellington-Altus USA held 157 shares of Eaton worth $56.2K as of Q2 2026.
  • Wellington-Altus USA bought 101 Eaton shares in Q2 2026, an estimated $40.7K.
  • Eaton made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #286 holding.
  • Wellington-Altus USA first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.