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 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	$4.33K	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 $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Retirement Partners's HVT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Haverty Furniture Companies (HVT) in Q2 2026: 175 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #3731 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HVT as recently as Q4 2025.

Global Retirement Partners first reported a position in HVT in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.83K in Q1 2024. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

Global Retirement Partners held 175 shares of Haverty Furniture Companies worth $4.47K as of Q2 2026.
Haverty Furniture Companies was a new Global Retirement Partners position in Q2 2026.
Haverty Furniture Companies made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3731 holding.
Global Retirement Partners first reported a position in Haverty Furniture Companies in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Haverty Furniture Companies position peaked at $5.83K in Q1 2024.
138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.