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
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	$4.33K	Hold	171	–	–	﹤0.01%	2678
2024 Q1	$5.83K	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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's HVT Position: Q4 2025 in Review

Global Retirement Partners held its Haverty Furniture Companies (HVT) position steady in Q4 2025 at 126 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

Global Retirement Partners first reported a position in HVT in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.83K in Q1 2024. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2025.

Global Retirement Partners held 126 shares of Haverty Furniture Companies worth $2.94K as of Q4 2025.
Global Retirement Partners left its Haverty Furniture Companies share count unchanged in Q4 2025.
Haverty Furniture Companies made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3604 holding.
Global Retirement Partners first reported a position in Haverty Furniture Companies in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Haverty Furniture Companies position peaked at $5.83K in Q1 2024.
133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.