O'Shaughnessy Asset Management’s Haverty Furniture Companies HVT Stock Holding History

O'Shaughnessy Asset Management’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	$2.09M	Buy	+81,683	New	+$1.85M	0.01%	897
2024 Q2	–	Sell	-6,046	Closed	-$206K	–	1999
2024 Q1	$206K	Buy	+6,046	New	+$206K	﹤0.01%	1494
2021 Q4	–	Sell	-3,730	Closed	-$126K	–	1794
2021 Q3	$126K	Sell	3,730 -503	-12%	-$18.7K	﹤0.01%	1271
2021 Q2	$181K	Sell	4,233 -1,473	-26%	-$64.4K	﹤0.01%	1075
2021 Q1	$212K	Sell	5,706 -299	-5%	-$10.3K	﹤0.01%	905
2020 Q4	$166K	Sell	6,005 -1,212	-17%	-$32K	﹤0.01%	898
2020 Q3	$151K	Buy	7,217 +362	+5%	+$6.56K	﹤0.01%	789
2020 Q2	$110K	Sell	6,855 -7,117	-51%	-$104K	﹤0.01%	817
2020 Q1	$166K	Sell	13,972 -22,492	-62%	-$396K	0.01%	520
2019 Q4	$735K	Sell	36,464 -3,851	-10%	-$77.8K	0.02%	335
2019 Q3	$817K	Buy	40,315 +622	+2%	+$11.7K	0.02%	288
2019 Q2	$675K	Buy	39,693 +24,594	+163%	+$485K	0.02%	317
2019 Q1	$330K	Buy	+15,099	New	+$326K	0.01%	442
2018 Q1	–	Sell	-39	Closed	-$1K	–	952
2017 Q4	$1K	Hold	39	–	–	﹤0.01%	890
2017 Q3	$1K	Hold	39	–	–	﹤0.01%	863
2017 Q2	$1K	Buy	39 +8	+26%	+$195	﹤0.01%	851
2017 Q1	$1K	Buy	31 +13	+72%	+$298	﹤0.01%	841
2016 Q4	$0	Buy	+18	New	+$377	﹤0.01%	950
2014 Q3	–	Sell	-9,961	Closed	-$250K	–	1010
2014 Q2	$250K	Sell	9,961 -164,911	-94%	-$4.19M	﹤0.01%	533
2014 Q1	$5.18M	Sell	174,872 -213,217	-55%	-$6.13M	0.1%	149
2013 Q4	$12.1M	Sell	388,089 -142,969	-27%	-$3.95M	0.25%	84
2013 Q3	$13M	Sell	531,058 -14,256	-3%	-$360K	0.31%	73
2013 Q2	$12.6M	Buy	+545,314	New	+$12.8M	0.34%	69

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

O'Shaughnessy Asset Management's HVT Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Haverty Furniture Companies (HVT) in Q2 2026: 81,683 shares worth $2.09M. The stake represents 0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in HVT as recently as Q1 2024.

O'Shaughnessy Asset Management first reported a position in HVT in Q2 2013 and has held it in 23 quarters since. The position peaked at $13M in Q3 2013. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

O'Shaughnessy Asset Management held 81,683 shares of Haverty Furniture Companies worth $2.09M as of Q2 2026.
Haverty Furniture Companies was a new O'Shaughnessy Asset Management position in Q2 2026.
Haverty Furniture Companies made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #897 holding.
O'Shaughnessy Asset Management first reported a position in Haverty Furniture Companies in Q2 2013 and has held it in 23 quarters since.
O'Shaughnessy Asset Management's Haverty Furniture Companies position peaked at $13M in Q3 2013.
138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.