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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
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 $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

Pinnacle Wealth Planning Services's ETD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ethan Allen Interiors (ETD) stake by 80% in Q1 2026, buying an estimated $6.62K and bringing the position to 640 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Pinnacle Wealth Planning Services first reported a position in ETD in Q4 2020 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold ETD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 640 shares of Ethan Allen Interiors worth $14.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 285 Ethan Allen Interiors shares in Q1 2026, an estimated $6.62K.
  • Ethan Allen Interiors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1860 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ethan Allen Interiors in Q4 2020 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.