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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Family Investments's ETN Position: Q1 2026 in Review

West Family Investments reduced its Eaton (ETN) stake by 56% in Q1 2026, selling an estimated $374K and leaving 812 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #179.

West Family Investments first reported a position in ETN in Q4 2021 and has held it in 15 quarters since. The position peaked at $760K in Q3 2025. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

West Family Investments held 812 shares of Eaton worth $290K as of Q1 2026.
West Family Investments sold 1,052 Eaton shares in Q1 2026, an estimated $374K.
Eaton made up 0.1% of West Family Investments's portfolio in Q1 2026, its #179 holding.
West Family Investments first reported a position in Eaton in Q4 2021 and has held it in 15 quarters since.
West Family Investments's Eaton position peaked at $760K in Q3 2025.
2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.