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West Family Investments’s Eaton ETN Stock Holding History

West Family 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 		$363K Buy
853
+41
+5% +$16.5K 0.11% 264
2026
Q1 		$290K Sell
812
-1,052
-56% -$374K 0.1% 179
2025
Q4 		$594K Sell
1,864
-167
-8% -$59.2K 0.14% 141
2025
Q3 		$760K Buy
2,031
+41
+2% +$14.9K 0.17% 116
2025
Q2 		$710K Buy
1,990
+332
+20% +$102K 0.19% 115
2025
Q1 		$451K Sell
1,658
-163
-9% -$50.8K 0.17% 123
2024
Q4 		$604K Sell
1,821
-41
-2% -$14.4K 0.21% 96
2024
Q3 		$617K Buy
1,862
+274
+17% +$83.7K 0.21% 101
2024
Q2 		$498K Hold
1,588
– – 0.15% 111
2024
Q1 		$497K Buy
1,588
+38
+2% +$10.4K 0.15% 111
2023
Q4 		$373K Buy
1,550
+113
+8% +$24.9K 0.13% 129
2023
Q3 		$306K Hold
1,437
– – 0.11% 155
2023
Q2 		$289K Hold
1,437
– – 0.11% 162
2023
Q1 		$246K Hold
1,437
– – 0.1% 156
2022
Q4 		$226K Buy
+1,437
New +$220K 0.08% 200
2022
Q1 		– Sell
-1,234
Closed -$213K – 310
2021
Q4 		$213K Buy
+1,234
New +$205K 0.06% 286

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 $3.38T AUM 44.17% 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

West Family Investments's ETN Position: Q2 2026 in Review

West Family Investments increased its Eaton (ETN) stake by 5% in Q2 2026, buying an estimated $16.5K and bringing the position to 853 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #264.

West Family Investments first reported a position in ETN in Q4 2021 and has held it in 16 quarters since. The position peaked at $760K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • West Family Investments held 853 shares of Eaton worth $363K as of Q2 2026.
  • West Family Investments bought 41 Eaton shares in Q2 2026, an estimated $16.5K.
  • Eaton made up 0.11% of West Family Investments's portfolio in Q2 2026, its #264 holding.
  • West Family Investments first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
  • West Family Investments's Eaton position peaked at $760K in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.