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Physician Wealth Advisors’s Haverty Furniture Companies HVT Stock Holding History

Physician Wealth Advisors’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 		– Sell
-45
Closed -$987 – 2088
2025
Q3 		$987 Buy
+45
New +$1K ﹤0.01% 1584

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Vanguard Group
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Renaissance Technologies
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Physician Wealth Advisors's HVT Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Haverty Furniture Companies (HVT) in Q4 2025, closing a stake of 45 shares — an estimated $987 sold.

Physician Wealth Advisors first reported a position in HVT in Q3 2025 and held it in 1 quarter. The position peaked at $987 in Q3 2025. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Haverty Furniture Companies position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 45 Haverty Furniture Companies shares in Q4 2025, an estimated $987.
  • Physician Wealth Advisors first reported a position in Haverty Furniture Companies in Q3 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Haverty Furniture Companies position peaked at $987 in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.