EWA
HVT icon

EP Wealth Advisors’s Haverty Furniture Companies HVT Stock Holding History

EP Wealth Advisors’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 		$288K Sell
13,591
-871
-6% -$21.2K ﹤0.01% 1192
2025
Q4 		$338K Buy
+14,462
New +$326K ﹤0.01% 1070
2025
Q2 		$237K Hold
11,658
– – ﹤0.01% 1156
2025
Q1 		$230K Hold
11,658
– – ﹤0.01% 1061
2024
Q4 		$260K Sell
11,658
-1
-0% -$24 ﹤0.01% 936
2024
Q3 		$320K Buy
+11,659
New +$313K ﹤0.01% 830

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EP Wealth Advisors's HVT Position: Q1 2026 in Review

EP Wealth Advisors reduced its Haverty Furniture Companies (HVT) stake by 6% in Q1 2026, selling an estimated $21.2K and leaving 13,591 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

EP Wealth Advisors first reported a position in HVT in Q3 2024 and has held it in 6 quarters since. The position peaked at $338K in Q4 2025. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

  • EP Wealth Advisors held 13,591 shares of Haverty Furniture Companies worth $288K as of Q1 2026.
  • EP Wealth Advisors sold 871 Haverty Furniture Companies shares in Q1 2026, an estimated $21.2K.
  • Haverty Furniture Companies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1192 holding.
  • EP Wealth Advisors first reported a position in Haverty Furniture Companies in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Haverty Furniture Companies position peaked at $338K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.