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Rothschild Investment LLC’s Haverty Furniture Companies HVT Stock Holding History

Rothschild Investment LLC’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
Q1 		$424 Sell
20
-10
-33% -$244 ﹤0.01% 3172
2025
Q4 		$701 Buy
30
+20
+200% +$450 ﹤0.01% 2809
2025
Q3 		$219 Hold
10
– – ﹤0.01% 2991
2025
Q2 		$204 Sell
10
-45
-82% -$879 ﹤0.01% 2930
2025
Q1 		$1.08K Buy
55
+20
+57% +$438 ﹤0.01% 2289
2024
Q4 		$779 Buy
+35
New +$829 ﹤0.01% 2366
2024
Q3 		– Sell
-15
Closed -$379 – 2938
2024
Q2 		$379 Buy
+15
New +$433 ﹤0.01% 2180

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rothschild Investment LLC's HVT Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Haverty Furniture Companies (HVT) stake by 33% in Q1 2026, selling an estimated $244 and leaving 20 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Rothschild Investment LLC first reported a position in HVT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.08K in Q1 2025. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.

  • Rothschild Investment LLC held 20 shares of Haverty Furniture Companies worth $424 as of Q1 2026.
  • Rothschild Investment LLC sold 10 Haverty Furniture Companies shares in Q1 2026, an estimated $244.
  • Haverty Furniture Companies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3172 holding.
  • Rothschild Investment LLC first reported a position in Haverty Furniture Companies in Q2 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Haverty Furniture Companies position peaked at $1.08K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.