SWM
ETD icon

SHP Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

SHP Wealth Management’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 		$849 Hold
38
– – ﹤0.01% 1644
2026
Q1 		$846 Hold
38
– – ﹤0.01% 1499
2025
Q4 		$868 Buy
+38
New +$948 ﹤0.01% 1286

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

SHP Wealth Management's ETD Position: Q2 2026 in Review

SHP Wealth Management held its Ethan Allen Interiors (ETD) position steady in Q2 2026 at 38 shares worth $849. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

SHP Wealth Management first reported a position in ETD in Q4 2025 and has held it in 3 quarters since. The position peaked at $868 in Q4 2025. 216 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • SHP Wealth Management held 38 shares of Ethan Allen Interiors worth $849 as of Q2 2026.
  • SHP Wealth Management left its Ethan Allen Interiors share count unchanged in Q2 2026.
  • Ethan Allen Interiors made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1644 holding.
  • SHP Wealth Management first reported a position in Ethan Allen Interiors in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Ethan Allen Interiors position peaked at $868 in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.