WW
ETN icon

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
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

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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

Westshore Wealth's ETN Position: Q4 2025 in Review

Westshore Wealth sold out of Eaton (ETN) in Q4 2025, closing a stake of 598 shares — an estimated $224K sold.

Westshore Wealth first reported a position in ETN in Q4 2019 and held it in 13 quarters. The position peaked at $505K in Q4 2019. 2,458 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Westshore Wealth reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • Westshore Wealth sold 598 Eaton shares in Q4 2025, an estimated $224K.
  • Westshore Wealth first reported a position in Eaton in Q4 2019 and held it in 13 quarters.
  • Westshore Wealth's Eaton position peaked at $505K in Q4 2019.
  • 2,458 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.