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West Oak Capital’s Eaton ETN Stock Holding History

West Oak Capital’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
2025
Q3 		$374 Hold
100
– – 0.01% 168
2025
Q2 		$357 Hold
100
– – 0.01% 183
2025
Q1 		$272 Hold
100
– – 0.01% 200
2024
Q4 		$332K Hold
100
– – 0.01% 193
2024
Q3 		$331 Hold
100
– – 0.01% 199
2024
Q2 		$31.4K Buy
100
+10
+11% +$3.23K 0.01% 201
2024
Q1 		$28K Buy
+90
New +$24.6K 0.01% 196
2018
Q1 		– Sell
-393
Closed -$31.1K – 352
2017
Q4 		$31.1K Hold
393
– – 0.02% 189
2017
Q3 		$30.2K Hold
393
– – 0.02% 208
2017
Q2 		$30.6K Hold
393
– – 0.02% 217
2017
Q1 		$29.1K Buy
+393
New +$27.9K 0.02% 215
2016
Q4 		– Sell
-249
Closed -$16.4K – 356
2016
Q3 		$16.4K Buy
+249
New +$16.1K 0.01% 263

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

West Oak Capital's ETN Position: Q3 2025 in Review

West Oak Capital held its Eaton (ETN) position steady in Q3 2025 at 100 shares worth $374. The position accounts for 0.01% of the portfolio, ranked #168.

West Oak Capital first reported a position in ETN in Q3 2016 and has held it in 12 quarters since. The position peaked at $332K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • West Oak Capital held 100 shares of Eaton worth $374 as of Q3 2025.
  • West Oak Capital left its Eaton share count unchanged in Q3 2025.
  • Eaton made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #168 holding.
  • West Oak Capital first reported a position in Eaton in Q3 2016 and has held it in 12 quarters since.
  • West Oak Capital's Eaton position peaked at $332K in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.