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Westshore Wealth’s Eaton ETN Stock Holding History

Westshore Wealth’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 		$241K Buy
+565
New +$228K 0.07% 94
2025
Q4 		– Sell
-598
Closed -$224K – 104
2025
Q3 		$224K Hold
598
– – 0.08% 91
2025
Q2 		$213K Buy
+598
New +$184K 0.08% 91
2025
Q1 		– Sell
-657
Closed -$218K – 97
2024
Q4 		$218K Hold
657
– – 0.09% 87
2024
Q3 		$218K Buy
+657
New +$201K 0.09% 89
2024
Q2 		– Sell
-936
Closed -$293K – 97
2024
Q1 		$293K Sell
936
-100
-10% -$27.3K 0.12% 68
2023
Q4 		$249K Sell
1,036
-100
-9% -$22.1K 0.12% 74
2023
Q3 		$242K Sell
1,136
-1,200
-51% -$259K 0.13% 72
2023
Q2 		$470K Sell
2,336
-8
-0.3% -$1.41K 0.24% 36
2023
Q1 		$402K Sell
2,344
-92
-4% -$15.3K 0.21% 53
2022
Q4 		$382K Buy
2,436
+100
+4% +$15.3K 0.22% 55
2022
Q3 		$312K Sell
2,336
-100
-4% -$14K 0.21% 54
2022
Q2 		$307K Buy
+2,436
New +$341K 0.2% 57
2019
Q4 		$505K Buy
+5,336
New +$474K 0.56% 37

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

Westshore Wealth's ETN Position: Q2 2026 in Review

Westshore Wealth opened a new position in Eaton (ETN) in Q2 2026: 565 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in ETN as recently as Q3 2025.

Westshore Wealth first reported a position in ETN in Q4 2019 and has held it in 14 quarters since. The position peaked at $505K in Q4 2019. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Westshore Wealth held 565 shares of Eaton worth $241K as of Q2 2026.
  • Eaton was a new Westshore Wealth position in Q2 2026.
  • Eaton made up 0.07% of Westshore Wealth's portfolio in Q2 2026, its #94 holding.
  • Westshore Wealth first reported a position in Eaton in Q4 2019 and has held it in 14 quarters since.
  • Westshore Wealth's Eaton position peaked at $505K in Q4 2019.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.