EFS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's ETD Position: Q1 2026 in Review

Essex Financial Services increased its Ethan Allen Interiors (ETD) stake by 69% in Q1 2026, buying an estimated $226K and bringing the position to 23,894 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #443.

Essex Financial Services first reported a position in ETD in Q2 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold ETD as of Q1 2026.

  • Essex Financial Services held 23,894 shares of Ethan Allen Interiors worth $532K as of Q1 2026.
  • Essex Financial Services bought 9,730 Ethan Allen Interiors shares in Q1 2026, an estimated $226K.
  • Ethan Allen Interiors made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #443 holding.
  • Essex Financial Services first reported a position in Ethan Allen Interiors in Q2 2025 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.