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Whipplewood Advisors’s Eaton ETN Stock Holding History

Whipplewood 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
Q1 		$40.4K Buy
113
+112
+11,200% +$39.9K 0.02% 294
2025
Q4 		$319 Buy
+1
New +$354 ﹤0.01% 482
2025
Q3 		– Sell
-212
Closed -$75.7K – 589
2025
Q2 		$75.7K Sell
212
-16,812
-99% -$5.18M 0.04% 269
2025
Q1 		$54.9K Buy
17,024
+16,616
+4,073% +$5.17M 0.03% 294
2024
Q4 		$135K Buy
+408
New +$143K 0.08% 200

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whipplewood Advisors's ETN Position: Q1 2026 in Review

Whipplewood Advisors increased its Eaton (ETN) stake by 11,200% in Q1 2026, buying an estimated $39.9K and bringing the position to 113 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #294.

Whipplewood Advisors first reported a position in ETN in Q4 2024 and has held it in 5 quarters since. The position peaked at $135K in Q4 2024. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Whipplewood Advisors held 113 shares of Eaton worth $40.4K as of Q1 2026.
  • Whipplewood Advisors bought 112 Eaton shares in Q1 2026, an estimated $39.9K.
  • Eaton made up 0.02% of Whipplewood Advisors's portfolio in Q1 2026, its #294 holding.
  • Whipplewood Advisors first reported a position in Eaton in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Eaton position peaked at $135K in Q4 2024.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.