UBS AM’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.1K | Hold |
434
| – | – | ﹤0.01% | 3250 |
|
|
2026
Q1 | $9.19K | Buy |
434
+200
| +85% | +$4.87K | ﹤0.01% | 3328 |
|
|
2025
Q4 | $5.47K | Buy |
+234
| New | +$5.27K | ﹤0.01% | 2966 |
|
|
2025
Q1 | – | Sell |
-40,685
| Closed | -$906K | – | 2669 |
|
|
2024
Q4 | $906K | Buy |
40,685
+8,279
| +26% | +$196K | ﹤0.01% | 2410 |
|
|
2024
Q3 | $890K | Sell |
32,406
-1,084
| -3% | -$29.1K | ﹤0.01% | 2456 |
|
|
2024
Q2 | $847K | Buy |
33,490
+25,856
| +339% | +$747K | ﹤0.01% | 2457 |
|
|
2024
Q1 | $260K | Hold |
7,634
| – | – | ﹤0.01% | 2425 |
|
|
2023
Q4 | $271K | Hold |
7,634
| – | – | ﹤0.01% | 2442 |
|
|
2023
Q3 | $220K | Sell |
7,634
-4,203
| -36% | -$134K | ﹤0.01% | 2501 |
|
|
2023
Q2 | $378K | Hold |
11,837
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q1 | $378K | Sell |
11,837
-6,699
| -36% | -$227K | ﹤0.01% | 2406 |
|
|
2022
Q4 | $554K | Buy |
18,536
+6,699
| +57% | +$196K | ﹤0.01% | 2143 |
|
|
2022
Q3 | $295K | Sell |
11,837
-1,993
| -14% | -$54K | ﹤0.01% | 2498 |
|
|
2022
Q2 | $321K | Buy |
13,830
+3,357
| +32% | +$89.5K | ﹤0.01% | 2460 |
|
|
2022
Q1 | $287K | Sell |
10,473
-6,699
| -39% | -$195K | ﹤0.01% | 2608 |
|
|
2021
Q4 | $525K | Sell |
17,172
-9,003
| -34% | -$290K | ﹤0.01% | 2537 |
|
|
2021
Q3 | $882K | Buy |
26,175
+1,952
| +8% | +$72.6K | ﹤0.01% | 2234 |
|
|
2021
Q2 | $1.04M | Buy |
24,223
+6,270
| +35% | +$274K | ﹤0.01% | 2201 |
|
|
2021
Q1 | $668K | Hold |
17,953
| – | – | ﹤0.01% | 2280 |
|
|
2020
Q4 | $497K | Hold |
17,953
| – | – | ﹤0.01% | 2301 |
|
|
2020
Q3 | $376K | Hold |
17,953
| – | – | ﹤0.01% | 2251 |
|
|
2020
Q2 | $287K | Hold |
17,953
| – | – | ﹤0.01% | 2294 |
|
|
2020
Q1 | $213K | Buy |
+17,953
| New | +$316K | ﹤0.01% | 2251 |
|
|
2016
Q4 | – | Sell |
-12,299
| Closed | -$246K | – | 2563 |
|
|
2016
Q3 | $246K | Hold |
12,299
| – | – | ﹤0.01% | 2364 |
|
|
2016
Q2 | $222K | Hold |
12,299
| – | – | ﹤0.01% | 2387 |
|
|
2016
Q1 | $260K | Hold |
12,299
| – | – | ﹤0.01% | 2287 |
|
|
2015
Q4 | $264K | Hold |
12,299
| – | – | ﹤0.01% | 2401 |
|
|
2015
Q3 | $289K | Buy |
12,299
+1,000
| +9% | +$23K | ﹤0.01% | 2306 |
|
|
2015
Q2 | $244K | Hold |
11,299
| – | – | ﹤0.01% | 2490 |
|
|
2015
Q1 | $281K | Hold |
11,299
| – | – | ﹤0.01% | 2299 |
|
|
2014
Q4 | $249K | Buy |
11,299
+1,700
| +18% | +$36.5K | ﹤0.01% | 2344 |
|
|
2014
Q3 | $209K | Hold |
9,599
| – | – | ﹤0.01% | 2353 |
|
|
2014
Q2 | $241K | Hold |
9,599
| – | – | ﹤0.01% | 2307 |
|
|
2014
Q1 | $285K | Hold |
9,599
| – | – | ﹤0.01% | 2208 |
|
|
2013
Q4 | $300K | Hold |
9,599
| – | – | ﹤0.01% | 2134 |
|
|
2013
Q3 | $235K | Hold |
9,599
| – | – | ﹤0.01% | 2239 |
|
|
2013
Q2 | $221K | Buy |
+9,599
| New | +$226K | ﹤0.01% | 2217 |
|
Other funds holding HVT
CIM
UBS AM's HVT Position: Q2 2026 in Review
UBS AM held its Haverty Furniture Companies (HVT) position steady in Q2 2026 at 434 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.
UBS AM first reported a position in HVT in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.04M in Q2 2021. 137 funds tracked by Wall St. Rank hold HVT as of Q2 2026.
- UBS AM held 434 shares of Haverty Furniture Companies worth $11.1K as of Q2 2026.
- UBS AM left its Haverty Furniture Companies share count unchanged in Q2 2026.
- Haverty Furniture Companies made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3250 holding.
- UBS AM first reported a position in Haverty Furniture Companies in Q2 2013 and has held it in 37 quarters since.
- UBS AM's Haverty Furniture Companies position peaked at $1.04M in Q2 2021.
- 137 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.