Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ethan Allen Interiors ETD Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-44,058
Closed -$1.3M – 721
2025
Q3 		$1.3M Buy
44,058
+1,546
+4% +$45.6K 0.01% 772
2025
Q2 		$1.18M Sell
42,512
-47
-0.1% -$1.27K 0.01% 759
2025
Q1 		$1.18M Buy
42,559
+1,378
+3% +$39.2K 0.01% 697
2024
Q4 		$1.16M Buy
41,181
+1,421
+4% +$42.2K 0.01% 689
2024
Q3 		$1.26M Buy
39,760
+31,828
+401% +$961K 0.01% 575
2024
Q2 		$221K Buy
7,932
+1,150
+17% +$34.1K ﹤0.01% 785
2024
Q1 		$234K Sell
6,782
-91
-1% -$2.85K ﹤0.01% 614
2023
Q4 		$219K Buy
6,873
+71
+1% +$2.04K ﹤0.01% 394
2023
Q3 		$203K Buy
+6,802
New +$210K ﹤0.01% 382

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Charles Schwab
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State Street
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American Century Companies
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RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovitz Investment Group Partners's ETD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Ethan Allen Interiors (ETD) in Q4 2025, closing a stake of 44,058 shares — an estimated $1.3M sold.

Kovitz Investment Group Partners first reported a position in ETD in Q3 2023 and held it in 9 quarters. The position peaked at $1.3M in Q3 2025. 203 funds tracked by Wall St. Rank hold ETD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Ethan Allen Interiors position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 44,058 Ethan Allen Interiors shares in Q4 2025, an estimated $1.3M.
  • Kovitz Investment Group Partners first reported a position in Ethan Allen Interiors in Q3 2023 and held it in 9 quarters.
  • Kovitz Investment Group Partners's Ethan Allen Interiors position peaked at $1.3M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.