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Montag & Associates’s Haverty Furniture Companies HVT Stock Holding History

Montag & Associates’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 		$78.2K Hold
3,062
– – ﹤0.01% 538
2026
Q1 		$64.9K Hold
3,062
– – ﹤0.01% 554
2025
Q4 		$71.5K Buy
3,062
+900
+42% +$20.3K ﹤0.01% 552
2025
Q3 		$47.4K Hold
2,162
– – ﹤0.01% 602
2025
Q2 		$44K Sell
2,162
-4,629
-68% -$90.4K ﹤0.01% 602
2025
Q1 		$134K Hold
6,791
– – 0.01% 458
2024
Q4 		$151K Hold
6,791
– – 0.01% 454
2024
Q3 		$187K Hold
6,791
– – 0.01% 433
2024
Q2 		$172K Hold
6,791
– – 0.01% 426
2024
Q1 		$232K Hold
6,791
– – 0.01% 398
2023
Q4 		$241K Hold
6,791
– – 0.01% 378
2023
Q3 		$195K Hold
6,791
– – 0.01% 382
2023
Q2 		$205K Hold
6,791
– – 0.01% 389
2023
Q1 		$217K Hold
6,791
– – 0.01% 375
2022
Q4 		$203K Hold
6,791
– – 0.01% 366
2022
Q3 		$169K Hold
6,791
– – 0.01% 376
2022
Q2 		$157K Hold
6,791
– – 0.01% 390
2022
Q1 		$186K Hold
6,791
– – 0.01% 396
2021
Q4 		$208K Hold
6,791
– – 0.01% 382
2021
Q3 		$229K Sell
6,791
-911
-12% -$33.9K 0.01% 367
2021
Q2 		$329K Hold
7,702
– – 0.02% 334
2021
Q1 		$286K Hold
7,702
– – 0.02% 341
2020
Q4 		$213K Buy
+7,702
New +$203K 0.01% 352
2015
Q2 		– Sell
-8,352
Closed -$208K – 251
2015
Q1 		$208K Buy
+8,352
New +$202K 0.03% 244
2014
Q4 		– Sell
-9,283
Closed -$202K – 247
2014
Q3 		$202K Hold
9,283
– – 0.03% 232
2014
Q2 		$233K Buy
9,283
+1,000
+12% +$25.4K 0.04% 230
2014
Q1 		$246K Hold
8,283
– – 0.04% 211
2013
Q4 		$259K Sell
8,283
-450
-5% -$12.4K 0.04% 197
2013
Q3 		$214K Hold
8,733
– – 0.04% 212
2013
Q2 		$201K Buy
+8,733
New +$205K 0.04% 200

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Montag & Associates's HVT Position: Q2 2026 in Review

Montag & Associates held its Haverty Furniture Companies (HVT) position steady in Q2 2026 at 3,062 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Montag & Associates first reported a position in HVT in Q2 2013 and has held it in 30 quarters since. The position peaked at $329K in Q2 2021. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • Montag & Associates held 3,062 shares of Haverty Furniture Companies worth $78.2K as of Q2 2026.
  • Montag & Associates left its Haverty Furniture Companies share count unchanged in Q2 2026.
  • Haverty Furniture Companies made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #538 holding.
  • Montag & Associates first reported a position in Haverty Furniture Companies in Q2 2013 and has held it in 30 quarters since.
  • Montag & Associates's Haverty Furniture Companies position peaked at $329K in Q2 2021.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.