Whitney & Co’s Eaton ETN Stock Holding History

Whitney & Co’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	$3.16M	Sell	7,408 -86	-1%	-$34.7K	0.23%	72
2026 Q1	$2.68M	Sell	7,494 -365	-5%	-$130K	0.22%	69
2025 Q4	$2.5M	Buy	+7,859	New	+$2.79M	0.2%	73

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Whitney & Co's ETN Position: Q2 2026 in Review

Whitney & Co reduced its Eaton (ETN) stake by 1.1% in Q2 2026, selling an estimated $34.7K and leaving 7,408 shares worth $3.16M. The position accounts for 0.23% of the portfolio, ranked #72.

Whitney & Co first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Whitney & Co held 7,408 shares of Eaton worth $3.16M as of Q2 2026.
Whitney & Co sold 86 Eaton shares in Q2 2026, an estimated $34.7K.
Eaton made up 0.23% of Whitney & Co's portfolio in Q2 2026, its #72 holding.
Whitney & Co first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.