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World Investment Advisors’s Eaton ETN Stock Holding History

World Investment 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 		$17.4M Buy
48,356
+27
+0.1% +$10.9K 0.29% 68
2026
Q1 		$17.3M Sell
48,329
-63
-0.1% -$22.4K 0.28% 71
2025
Q4 		$15.4M Buy
48,392
+1,654
+4% +$586K 0.25% 83
2025
Q3 		$17.5M Sell
46,738
-2,745
-6% -$998K 0.36% 47
2025
Q2 		$17.7M Sell
49,483
-1,940
-4% -$597K 0.4% 46
2025
Q1 		$14M Sell
51,423
-366
-0.7% -$114K 0.36% 52
2024
Q4 		$17.2M Buy
51,789
+1,486
+3% +$522K 0.47% 41
2024
Q3 		$16.7M Buy
50,303
+45,652
+982% +$13.9M 0.52% 41
2024
Q2 		$1.46M Buy
+4,651
New +$1.5M 0.09% 204

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

World Investment Advisors's ETN Position: Q2 2026 in Review

World Investment Advisors increased its Eaton (ETN) stake by 0.06% in Q2 2026, buying an estimated $10.9K and bringing the position to 48,356 shares worth $17.4M. The position accounts for 0.29% of the portfolio, ranked #68.

World Investment Advisors first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.7M in Q2 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • World Investment Advisors held 48,356 shares of Eaton worth $17.4M as of Q2 2026.
  • World Investment Advisors bought 27 Eaton shares in Q2 2026, an estimated $10.9K.
  • Eaton made up 0.29% of World Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • World Investment Advisors first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Eaton position peaked at $17.7M in Q2 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.