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Advisor OS’s Ethan Allen Interiors ETD Stock Holding History

Advisor OS’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Sell
9,253
-290
-3% -$6.15K 0.01% 566
2026
Q1 		$212K Buy
+9,543
New +$222K 0.02% 530

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisor OS's ETD Position: Q2 2026 in Review

Advisor OS reduced its Ethan Allen Interiors (ETD) stake by 3% in Q2 2026, selling an estimated $6.15K and leaving 9,253 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #566.

Advisor OS first reported a position in ETD in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 217 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • Advisor OS held 9,253 shares of Ethan Allen Interiors worth $207K as of Q2 2026.
  • Advisor OS sold 290 Ethan Allen Interiors shares in Q2 2026, an estimated $6.15K.
  • Ethan Allen Interiors made up 0.01% of Advisor OS's portfolio in Q2 2026, its #566 holding.
  • Advisor OS first reported a position in Ethan Allen Interiors in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's Ethan Allen Interiors position peaked at $212K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.