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 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 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

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

EverSource Wealth Advisors increased its Haverty Furniture Companies (HVT) stake by 1.2% in Q1 2026, buying an estimated $195 and bringing the position to 698 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

EverSource Wealth Advisors first reported a position in HVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.1K in Q4 2025. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

EverSource Wealth Advisors held 698 shares of Haverty Furniture Companies worth $14.8K as of Q1 2026.
EverSource Wealth Advisors bought 8 Haverty Furniture Companies shares in Q1 2026, an estimated $195.
Haverty Furniture Companies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2689 holding.
EverSource Wealth Advisors first reported a position in Haverty Furniture Companies in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Haverty Furniture Companies position peaked at $16.1K in Q4 2025.
141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

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