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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
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 $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 $3.37T AUM 44.26% 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

SHP Wealth Management's ETD Position: Q1 2026 in Review

SHP Wealth Management held its Ethan Allen Interiors (ETD) position steady in Q1 2026 at 38 shares worth $846. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

SHP Wealth Management first reported a position in ETD in Q4 2025 and has held it in 2 quarters since. The position peaked at $868 in Q4 2025. 208 funds tracked by Wall St. Rank hold ETD as of Q1 2026.

  • SHP Wealth Management held 38 shares of Ethan Allen Interiors worth $846 as of Q1 2026.
  • SHP Wealth Management left its Ethan Allen Interiors share count unchanged in Q1 2026.
  • Ethan Allen Interiors made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1499 holding.
  • SHP Wealth Management first reported a position in Ethan Allen Interiors in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Ethan Allen Interiors position peaked at $868 in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.