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Pinnacle Wealth Planning Services’s Ethan Allen Interiors ETD Stock Holding History

Pinnacle Wealth Planning 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 		$7.46K Sell
334
-306
-48% -$6.49K ﹤0.01% 2177
2026
Q1 		$14.2K Buy
640
+285
+80% +$6.62K ﹤0.01% 1860
2025
Q4 		$8.11K Buy
+355
New +$8.86K ﹤0.01% 2091
2021
Q1 		– Sell
-355
Closed -$7K – 864
2020
Q4 		$7K Buy
+355
New +$6.26K ﹤0.01% 1514

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

Pinnacle Wealth Planning Services's ETD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Ethan Allen Interiors (ETD) stake by 48% in Q2 2026, selling an estimated $6.49K and leaving 334 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Pinnacle Wealth Planning Services first reported a position in ETD in Q4 2020 and has held it in 4 quarters since. The position peaked at $14.2K in Q1 2026. 217 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 334 shares of Ethan Allen Interiors worth $7.46K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 306 Ethan Allen Interiors shares in Q2 2026, an estimated $6.49K.
  • Ethan Allen Interiors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2177 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ethan Allen Interiors in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ethan Allen Interiors position peaked at $14.2K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.