Global Retirement Partners
HVT icon

Global Retirement Partners’s Haverty Furniture Companies HVT Stock Holding History

Global Retirement 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 		$6.92K Buy
250
+75
+43% +$2.02K ﹤0.01% 3842
2026
Q2 		$4.47K Buy
+175
New +$3.97K ﹤0.01% 3731
2025
Q4 		$2.94K Hold
126
– – ﹤0.01% 3604
2025
Q3 		$2.76K Sell
126
-41
-25% -$911 ﹤0.01% 3200
2025
Q2 		$3.4K Buy
+167
New +$3.26K ﹤0.01% 3045
2024
Q4 		$913 Sell
41
-21
-34% -$498 ﹤0.01% 3294
2024
Q3 		$1.7K Sell
62
-109
-64% -$2.93K ﹤0.01% 2990
2024
Q2 		$4.32K Hold
171
– – ﹤0.01% 2678
2024
Q1 		$5.84K Hold
171
– – ﹤0.01% 2336
2023
Q4 		$5.81K Hold
171
– – ﹤0.01% 2268
2023
Q3 		$4.77K Hold
171
– – ﹤0.01% 2209
2023
Q2 		$5.17K Hold
171
– – ﹤0.01% 2184
2023
Q1 		$4.43K Hold
171
– – ﹤0.01% 2201
2022
Q4 		$5.11K Hold
171
– – ﹤0.01% 2015
2022
Q3 		$5K Sell
171
-11
-6% -$298 ﹤0.01% 1931
2022
Q2 		$4K Buy
182
+8
+5% +$213 ﹤0.01% 1966
2022
Q1 		$5K Buy
+174
New +$5.05K ﹤0.01% 1885

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Global Retirement Partners's HVT Position: Q3 2026 in Review

Global Retirement Partners increased its Haverty Furniture Companies (HVT) stake by 43% in Q3 2026, buying an estimated $2.02K and bringing the position to 250 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3842.

Global Retirement Partners first reported a position in HVT in Q1 2022 and has held it in 17 quarters since. 111 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

  • Global Retirement Partners held 250 shares of Haverty Furniture Companies worth $6.92K as of Q3 2026.
  • Global Retirement Partners bought 75 Haverty Furniture Companies shares in Q3 2026, an estimated $2.02K.
  • Haverty Furniture Companies made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3842 holding.
  • Global Retirement Partners first reported a position in Haverty Furniture Companies in Q1 2022 and has held it in 17 quarters since.
  • 111 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.