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Westfuller Advisors’s Eaton ETN Stock Holding History

Westfuller 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 		$359K Sell
841
-2
-0.2% -$807 0.13% 99
2026
Q1 		$302K Sell
843
-2
-0.2% -$712 0.13% 106
2025
Q4 		$269K Sell
845
-2
-0.2% -$709 0.11% 123
2025
Q3 		$317K Buy
+847
New +$308K 0.14% 112

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

Westfuller Advisors's ETN Position: Q2 2026 in Review

Westfuller Advisors reduced its Eaton (ETN) stake by 0.24% in Q2 2026, selling an estimated $807 and leaving 841 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #99.

Westfuller Advisors first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Westfuller Advisors held 841 shares of Eaton worth $359K as of Q2 2026.
  • Westfuller Advisors sold 2 Eaton shares in Q2 2026, an estimated $807.
  • Eaton made up 0.13% of Westfuller Advisors's portfolio in Q2 2026, its #99 holding.
  • Westfuller Advisors first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.