Creative Planning’s Haverty Furniture Companies HVT Stock Holding History

Creative Planning’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	$485K	Buy	22,889 +1,297	+6%	+$31.6K	﹤0.01%	3053
2025 Q4	$504K	Buy	+21,592	New	+$486K	﹤0.01%	2835
2025 Q2	–	Sell	-14,376	Closed	-$283K	–	3739
2025 Q1	$283K	Buy	14,376 +14,334	+34,129%	+$314K	﹤0.01%	2808
2024 Q4	$935	Buy	+42	New	+$995	﹤0.01%	3529
2021 Q2	–	Sell	-17,340	Closed	-$645K	–	2299
2021 Q1	$645K	Hold	17,340	–	–	﹤0.01%	1269
2020 Q4	$480K	Buy	+17,340	New	+$458K	﹤0.01%	1344
2017 Q3	–	Sell	-300	Closed	-$8K	–	2712
2017 Q2	$8K	Hold	300	–	–	﹤0.01%	3749
2017 Q1	$7K	Hold	300	–	–	﹤0.01%	3795
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	3767
2016 Q3	$6K	Hold	300	–	–	﹤0.01%	3807
2016 Q2	$5K	Hold	300	–	–	﹤0.01%	3645
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	3494
2015 Q4	$6K	Hold	300	–	–	﹤0.01%	3589
2015 Q3	$7K	Buy	+300	New	+$6.89K	﹤0.01%	3433
2015 Q2	–	Sell	-300	Closed	-$7K	–	1934
2015 Q1	$7K	Hold	300	–	–	﹤0.01%	3390
2014 Q4	$7K	Hold	300	–	–	﹤0.01%	3310
2014 Q3	$7K	Hold	300	–	–	﹤0.01%	3132
2014 Q2	$8K	Hold	300	–	–	﹤0.01%	2990
2014 Q1	$9K	Hold	300	–	–	﹤0.01%	2802
2013 Q4	$9K	Hold	300	–	–	﹤0.01%	2611
2013 Q3	$7K	Hold	300	–	–	﹤0.01%	2614
2013 Q2	$7K	Buy	+300	New	+$7.05K	﹤0.01%	2413

Other funds holding HVT

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's HVT Position: Q1 2026 in Review

Creative Planning increased its Haverty Furniture Companies (HVT) stake by 6% in Q1 2026, buying an estimated $31.6K and bringing the position to 22,889 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Creative Planning first reported a position in HVT in Q2 2013 and has held it in 22 quarters since. The position peaked at $645K in Q1 2021. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

Creative Planning held 22,889 shares of Haverty Furniture Companies worth $485K as of Q1 2026.
Creative Planning bought 1,297 Haverty Furniture Companies shares in Q1 2026, an estimated $31.6K.
Haverty Furniture Companies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3053 holding.
Creative Planning first reported a position in Haverty Furniture Companies in Q2 2013 and has held it in 22 quarters since.
Creative Planning's Haverty Furniture Companies position peaked at $645K in Q1 2021.
141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.