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Essential Partners’s Haverty Furniture Companies HVT Stock Holding History

Essential Partners’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
Q3 		$1.85K Buy
67
+18
+37% +$485 ﹤0.01% 1951
2026
Q2 		$1.25K Sell
49
-3
-6% -$68 ﹤0.01% 2145
2026
Q1 		$1.1K Buy
52
+2
+4% +$49 ﹤0.01% 2209
2025
Q4 		$1.17K Buy
50
+20
+67% +$450 ﹤0.01% 1983
2025
Q3 		$658 Sell
30
-3
-9% -$67 ﹤0.01% 2139
2025
Q2 		$672 Buy
+33
New +$645 ﹤0.01% 1618

Other funds holding HVT

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HVT Position: Q3 2026 in Review

Essential Partners increased its Haverty Furniture Companies (HVT) stake by 37% in Q3 2026, buying an estimated $485 and bringing the position to 67 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Essential Partners first reported a position in HVT in Q2 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

  • Essential Partners held 67 shares of Haverty Furniture Companies worth $1.85K as of Q3 2026.
  • Essential Partners bought 18 Haverty Furniture Companies shares in Q3 2026, an estimated $485.
  • Haverty Furniture Companies made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1951 holding.
  • Essential Partners first reported a position in Haverty Furniture Companies in Q2 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.