Westover Capital Advisors’s Eaton ETN Stock Holding History

Westover Capital 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	$1.35M	Sell	3,173 -15	-0.5%	-$6.05K	0.22%	82
2026 Q1	$1.14M	Hold	3,188	–	–	0.21%	87
2025 Q4	$1.02M	Sell	3,188 -263	-8%	-$93.2K	0.18%	97
2025 Q3	$1.29M	Buy	3,451 +116	+3%	+$42.2K	0.24%	83
2025 Q2	$1.19M	Buy	3,335 +2,351	+239%	+$724K	0.24%	86
2025 Q1	$267K	Hold	984	–	–	0.06%	202
2024 Q4	$327K	Hold	984	–	–	0.07%	180
2024 Q3	$326K	Hold	984	–	–	0.06%	195
2024 Q2	$309K	Buy	+984	New	+$318K	0.08%	169
2022 Q2	–	Sell	-1,584	Closed	-$240K	–	170
2022 Q1	$240K	Hold	1,584	–	–	0.07%	163
2021 Q4	$274K	Hold	1,584	–	–	0.08%	154
2021 Q3	$237K	Hold	1,584	–	–	0.07%	159
2021 Q2	$235K	Hold	1,584	–	–	0.08%	167
2021 Q1	$219K	Buy	+1,584	New	+$204K	0.08%	159

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westover Capital Advisors's ETN Position: Q2 2026 in Review

Westover Capital Advisors reduced its Eaton (ETN) stake by 0.47% in Q2 2026, selling an estimated $6.05K and leaving 3,173 shares worth $1.35M. The position accounts for 0.22% of the portfolio, ranked #82.

Westover Capital Advisors first reported a position in ETN in Q1 2021 and has held it in 14 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Westover Capital Advisors held 3,173 shares of Eaton worth $1.35M as of Q2 2026.
Westover Capital Advisors sold 15 Eaton shares in Q2 2026, an estimated $6.05K.
Eaton made up 0.22% of Westover Capital Advisors's portfolio in Q2 2026, its #82 holding.
Westover Capital Advisors first reported a position in Eaton in Q1 2021 and has held it in 14 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.