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True Wealth Design’s Haverty Furniture Companies HVT Stock Holding History

True Wealth Design’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 		$154 Sell
6
-16
-73% -$363 ﹤0.01% 2491
2026
Q1 		$466 Buy
22
+1
+5% +$24 ﹤0.01% 2082
2025
Q4 		$491 Buy
21
+5
+31% +$113 ﹤0.01% 1951
2025
Q3 		$351 Hold
16
– – ﹤0.01% 2122
2025
Q2 		$326 Sell
16
-279
-95% -$5.45K ﹤0.01% 1897
2025
Q1 		$5.82K Buy
295
+111
+60% +$2.43K ﹤0.01% 639
2024
Q4 		$4.1K Buy
+184
New +$4.36K ﹤0.01% 566

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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 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

True Wealth Design's HVT Position: Q2 2026 in Review

True Wealth Design reduced its Haverty Furniture Companies (HVT) stake by 73% in Q2 2026, selling an estimated $363 and leaving 6 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

True Wealth Design first reported a position in HVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82K in Q1 2025. 9 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • True Wealth Design held 6 shares of Haverty Furniture Companies worth $154 as of Q2 2026.
  • True Wealth Design sold 16 Haverty Furniture Companies shares in Q2 2026, an estimated $363.
  • Haverty Furniture Companies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2491 holding.
  • True Wealth Design first reported a position in Haverty Furniture Companies in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Haverty Furniture Companies position peaked at $5.82K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.