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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitney & Co's ETN Position: Q1 2026 in Review

Whitney & Co reduced its Eaton (ETN) stake by 4.6% in Q1 2026, selling an estimated $130K and leaving 7,494 shares worth $2.68M. The position accounts for 0.22% of the portfolio, ranked #69.

Whitney & Co first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Whitney & Co held 7,494 shares of Eaton worth $2.68M as of Q1 2026.
Whitney & Co sold 365 Eaton shares in Q1 2026, an estimated $130K.
Eaton made up 0.22% of Whitney & Co's portfolio in Q1 2026, its #69 holding.
Whitney & Co first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.