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Westmount Partners’s Eaton ETN Stock Holding History

Westmount Partners’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 		$517K Buy
1,214
+57
+5% +$23K 0.11% 147
2026
Q1 		$414K Buy
1,157
+39
+3% +$13.9K 0.1% 166
2025
Q4 		$356K Hold
1,118
– – 0.09% 175
2025
Q3 		$418K Hold
1,118
– – 0.11% 153
2025
Q2 		$399K Buy
1,118
+148
+15% +$45.6K 0.11% 153
2025
Q1 		$264K Sell
970
-15
-2% -$4.67K 0.08% 203
2024
Q4 		$327K Buy
985
+30
+3% +$10.5K 0.1% 161
2024
Q3 		$317K Buy
955
+11
+1% +$3.36K 0.1% 161
2024
Q2 		$295K Buy
944
+41
+5% +$13.2K 0.1% 161
2024
Q1 		$282K Buy
903
+15
+2% +$4.1K 0.1% 168
2023
Q4 		$214K Buy
+888
New +$196K 0.09% 183

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Westmount Partners's ETN Position: Q2 2026 in Review

Westmount Partners increased its Eaton (ETN) stake by 4.9% in Q2 2026, buying an estimated $23K and bringing the position to 1,214 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #147.

Westmount Partners first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Westmount Partners held 1,214 shares of Eaton worth $517K as of Q2 2026.
  • Westmount Partners bought 57 Eaton shares in Q2 2026, an estimated $23K.
  • Eaton made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #147 holding.
  • Westmount Partners first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.