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Coldstream Capital Management’s Haverty Furniture Companies HVT Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-344
Closed -$6.78K – 2109
2025
Q1 		$6.78K Buy
+344
New +$7.53K ﹤0.01% 2549

Other funds holding HVT

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Coldstream Capital Management's HVT Position: Q2 2025 in Review

Coldstream Capital Management sold out of Haverty Furniture Companies (HVT) in Q2 2025, closing a stake of 344 shares — an estimated $6.78K sold.

Coldstream Capital Management first reported a position in HVT in Q1 2025 and held it in 1 quarter. The position peaked at $6.78K in Q1 2025. 122 funds tracked by Wall St. Rank hold HVT as of Q2 2025.

  • Coldstream Capital Management reported no remaining Haverty Furniture Companies position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 344 Haverty Furniture Companies shares in Q2 2025, an estimated $6.78K.
  • Coldstream Capital Management first reported a position in Haverty Furniture Companies in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Haverty Furniture Companies position peaked at $6.78K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.