EFS
ETD icon

Essex Financial Services’s Ethan Allen Interiors ETD Stock Holding History

Essex Financial Services’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 		$556K Buy
24,871
+977
+4% +$20.7K 0.03% 453
2026
Q1 		$532K Buy
23,894
+9,730
+69% +$226K 0.03% 443
2025
Q4 		$324K Sell
14,164
-213
-1% -$5.31K 0.02% 577
2025
Q3 		$424K Sell
14,377
-1,648
-10% -$48.6K 0.03% 475
2025
Q2 		$446K Buy
+16,025
New +$433K 0.03% 434

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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essex Financial Services's ETD Position: Q2 2026 in Review

Essex Financial Services increased its Ethan Allen Interiors (ETD) stake by 4.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 24,871 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #453.

Essex Financial Services first reported a position in ETD in Q2 2025 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • Essex Financial Services held 24,871 shares of Ethan Allen Interiors worth $556K as of Q2 2026.
  • Essex Financial Services bought 977 Ethan Allen Interiors shares in Q2 2026, an estimated $20.7K.
  • Ethan Allen Interiors made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #453 holding.
  • Essex Financial Services first reported a position in Ethan Allen Interiors in Q2 2025 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.