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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
Q2 		$318K Sell
12,459
-1,132
-8% -$25.7K ﹤0.01% 1255
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EP Wealth Advisors's HVT Position: Q2 2026 in Review

EP Wealth Advisors reduced its Haverty Furniture Companies (HVT) stake by 8.3% in Q2 2026, selling an estimated $25.7K and leaving 12,459 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

EP Wealth Advisors first reported a position in HVT in Q3 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • EP Wealth Advisors held 12,459 shares of Haverty Furniture Companies worth $318K as of Q2 2026.
  • EP Wealth Advisors sold 1,132 Haverty Furniture Companies shares in Q2 2026, an estimated $25.7K.
  • Haverty Furniture Companies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1255 holding.
  • EP Wealth Advisors first reported a position in Haverty Furniture Companies in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Haverty Furniture Companies position peaked at $338K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.