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Whitaker-Myers Wealth Managers’s Eaton ETN Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		– Sell
-1,614
Closed -$576K – 127
2025
Q2 		$576K Buy
1,614
+439
+37% +$135K 0.15% 70
2025
Q1 		$319K Buy
+1,175
New +$366K 0.09% 89

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ETN Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Eaton (ETN) in Q3 2025, closing a stake of 1,614 shares — an estimated $576K sold.

Whitaker-Myers Wealth Managers first reported a position in ETN in Q1 2025 and held it in 2 quarters. The position peaked at $576K in Q2 2025. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,614 Eaton shares in Q3 2025, an estimated $576K.
  • Whitaker-Myers Wealth Managers first reported a position in Eaton in Q1 2025 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's Eaton position peaked at $576K in Q2 2025.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.