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

EverSource 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 		$23.9K Buy
938
+240
+34% +$5.44K ﹤0.01% 2298
2026
Q1 		$14.8K Buy
698
+8
+1% +$195 ﹤0.01% 2689
2025
Q4 		$16.1K Buy
690
+467
+209% +$10.5K ﹤0.01% 2528
2025
Q3 		$4.89K Sell
223
-2
-0.9% -$44 ﹤0.01% 3157
2025
Q2 		$4.58K Buy
225
+148
+192% +$2.89K ﹤0.01% 3195
2025
Q1 		$1.52K Buy
77
+15
+24% +$328 ﹤0.01% 3060
2024
Q4 		$1.38K Buy
+62
New +$1.47K ﹤0.01% 2856

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

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

EverSource Wealth Advisors increased its Haverty Furniture Companies (HVT) stake by 34% in Q2 2026, buying an estimated $5.44K and bringing the position to 938 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

EverSource Wealth Advisors first reported a position in HVT in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • EverSource Wealth Advisors held 938 shares of Haverty Furniture Companies worth $23.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 240 Haverty Furniture Companies shares in Q2 2026, an estimated $5.44K.
  • Haverty Furniture Companies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2298 holding.
  • EverSource Wealth Advisors first reported a position in Haverty Furniture Companies in Q4 2024 and has held it in 7 quarters since.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.