HWP
HVT icon

Highline Wealth Partners’s Haverty Furniture Companies HVT Stock Holding History

Highline Wealth 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 		$94.5K Hold
3,700
– – 0.02% 176
2026
Q1 		$78.4K Hold
3,700
– – 0.02% 131
2025
Q4 		$86.4K Hold
3,700
– – 0.02% 99
2025
Q3 		$81.1K Hold
3,700
– – 0.02% 134
2025
Q2 		$75.3K Buy
+3,700
New +$72.3K 0.02% 118

Other funds holding HVT

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Highline Wealth Partners's HVT Position: Q2 2026 in Review

Highline Wealth Partners held its Haverty Furniture Companies (HVT) position steady in Q2 2026 at 3,700 shares worth $94.5K. The position accounts for 0.02% of the portfolio, ranked #176.

Highline Wealth Partners first reported a position in HVT in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • Highline Wealth Partners held 3,700 shares of Haverty Furniture Companies worth $94.5K as of Q2 2026.
  • Highline Wealth Partners left its Haverty Furniture Companies share count unchanged in Q2 2026.
  • Haverty Furniture Companies made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Highline Wealth Partners first reported a position in Haverty Furniture Companies in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.