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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
Q2 		$8.1K Sell
19
-94
-83% -$37.9K 0.01% 266
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 $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 $3.38T AUM 44.17% 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

Whipplewood Advisors's ETN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Eaton (ETN) stake by 83% in Q2 2026, selling an estimated $37.9K and leaving 19 shares worth $8.1K. The position accounts for 0.01% of the portfolio, ranked #266.

Whipplewood Advisors first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $135K in Q4 2024. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Whipplewood Advisors held 19 shares of Eaton worth $8.1K as of Q2 2026.
  • Whipplewood Advisors sold 94 Eaton shares in Q2 2026, an estimated $37.9K.
  • Eaton made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #266 holding.
  • Whipplewood Advisors first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Eaton position peaked at $135K in Q4 2024.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.