Creative Planning
ETD icon

Creative Planning’s Ethan Allen Interiors ETD Stock Holding History

Creative Planning’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 		$4.76M Buy
212,871
+59,268
+39% +$1.26M ﹤0.01% 1448
2026
Q1 		$3.42M Buy
153,603
+108,237
+239% +$2.52M ﹤0.01% 1473
2025
Q4 		$1.04M Buy
45,366
+31,826
+235% +$794K ﹤0.01% 2249
2025
Q3 		$399K Buy
+13,540
New +$400K ﹤0.01% 2927
2025
Q1 		– Sell
-32
Closed -$900 – 3543
2024
Q4 		$900 Buy
+32
New +$949 ﹤0.01% 3537
2017
Q2 		– Sell
-144
Closed -$4K – 4665
2017
Q1 		$4K Buy
144
+2
+1% +$61 ﹤0.01% 4043
2016
Q4 		$5K Sell
142
-802
-85% -$26.8K ﹤0.01% 3945
2016
Q3 		$30K Buy
944
+802
+565% +$27.2K ﹤0.01% 2731
2016
Q2 		$5K Buy
142
+100
+238% +$3.23K ﹤0.01% 3633
2016
Q1 		$1K Sell
42
-10
-19% -$279 ﹤0.01% 4104
2015
Q4 		$1K Buy
+52
New +$1.45K ﹤0.01% 4197

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

Creative Planning's ETD Position: Q2 2026 in Review

Creative Planning increased its Ethan Allen Interiors (ETD) stake by 39% in Q2 2026, buying an estimated $1.26M and bringing the position to 212,871 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Creative Planning first reported a position in ETD in Q4 2015 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • Creative Planning held 212,871 shares of Ethan Allen Interiors worth $4.76M as of Q2 2026.
  • Creative Planning bought 59,268 Ethan Allen Interiors shares in Q2 2026, an estimated $1.26M.
  • Ethan Allen Interiors made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1448 holding.
  • Creative Planning first reported a position in Ethan Allen Interiors in Q4 2015 and has held it in 11 quarters since.
  • 217 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.