Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Haverty Furniture Companies HVT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Sell
5,684
-256
-4% -$6.24K ﹤0.01% 3104
2025
Q4 		$139K Buy
5,940
+2,541
+75% +$57.2K ﹤0.01% 2835
2025
Q3 		$75K Buy
3,399
+91
+3% +$2.02K ﹤0.01% 3204
2025
Q2 		$67K Sell
3,308
-1,337
-29% -$26.1K ﹤0.01% 3044
2025
Q1 		$92K Buy
4,645
+2,879
+163% +$63K ﹤0.01% 2488
2024
Q4 		$39K Buy
1,766
+735
+71% +$17.4K ﹤0.01% 2973
2024
Q3 		$28K Buy
1,031
+488
+90% +$13.1K ﹤0.01% 3144
2024
Q2 		$14K Buy
543
+464
+587% +$13.4K ﹤0.01% 3342
2024
Q1 		$3K Buy
79
+74
+1,480% +$2.52K ﹤0.01% 3846
2023
Q4 		$0 Sell
5
-71
-93% -$2.17K ﹤0.01% 4307
2023
Q3 		$2K Sell
76
-14
-16% -$446 ﹤0.01% 3811
2023
Q2 		$3K Sell
90
-39
-30% -$1.12K ﹤0.01% 3641
2023
Q1 		$4K Buy
129
+44
+52% +$1.49K ﹤0.01% 3394
2022
Q4 		$3K Hold
85
– – ﹤0.01% 3416
2022
Q3 		$2K Buy
85
+49
+136% +$1.33K ﹤0.01% 3473
2022
Q2 		$1K Buy
+36
New +$960 ﹤0.01% 3556

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HVT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Haverty Furniture Companies (HVT) stake by 4.3% in Q1 2026, selling an estimated $6.24K and leaving 5,684 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

Carson Wealth (CWM LLC) first reported a position in HVT in Q2 2022 and has held it in 16 quarters since. The position peaked at $139K in Q4 2025. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,684 shares of Haverty Furniture Companies worth $120K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 256 Haverty Furniture Companies shares in Q1 2026, an estimated $6.24K.
  • Haverty Furniture Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3104 holding.
  • Carson Wealth (CWM LLC) first reported a position in Haverty Furniture Companies in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Haverty Furniture Companies position peaked at $139K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.