UBS Group’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
Q1 | $790K | Sell |
37,292
-14,076
| -27% | -$343K | ﹤0.01% | 5735 |
|
|
2025
Q4 | $1.2M | Buy |
51,368
+25,147
| +96% | +$566K | ﹤0.01% | 5421 |
|
|
2025
Q3 | $575K | Buy |
26,221
+740
| +3% | +$16.4K | ﹤0.01% | 5988 |
|
|
2025
Q2 | $519K | Sell |
25,481
-46,870
| -65% | -$916K | ﹤0.01% | 5973 |
|
|
2025
Q1 | $1.43M | Sell |
72,351
-12,802
| -15% | -$280K | ﹤0.01% | 4994 |
|
|
2024
Q4 | $1.9M | Buy |
85,153
+74,891
| +730% | +$1.77M | ﹤0.01% | 4769 |
|
|
2024
Q3 | $282K | Buy |
10,262
+195
| +2% | +$5.24K | ﹤0.01% | 5620 |
|
|
2024
Q2 | $255K | Sell |
10,067
-5,120
| -34% | -$148K | ﹤0.01% | 5500 |
|
|
2024
Q1 | $518K | Sell |
15,187
-1,882
| -11% | -$64K | ﹤0.01% | 5184 |
|
|
2023
Q4 | $606K | Buy |
17,069
+6,574
| +63% | +$201K | ﹤0.01% | 4942 |
|
|
2023
Q3 | $302K | Sell |
10,495
-6,139
| -37% | -$196K | ﹤0.01% | 5053 |
|
|
2023
Q2 | $503K | Buy |
16,634
+4,568
| +38% | +$131K | ﹤0.01% | 4814 |
|
|
2023
Q1 | $385K | Buy |
12,066
+816
| +7% | +$27.7K | ﹤0.01% | 4898 |
|
|
2022
Q4 | $336K | Buy |
11,250
+6,562
| +140% | +$192K | ﹤0.01% | 5025 |
|
|
2022
Q3 | $117K | Buy |
4,688
+3,435
| +274% | +$93.1K | ﹤0.01% | 5573 |
|
|
2022
Q2 | $29K | Sell |
1,253
-56,012
| -98% | -$1.49M | ﹤0.01% | 6427 |
|
|
2022
Q1 | $1.57M | Sell |
57,265
-3,226
| -5% | -$93.7K | ﹤0.01% | 3676 |
|
|
2021
Q4 | $1.85M | Buy |
60,491
+19,489
| +48% | +$628K | ﹤0.01% | 3807 |
|
|
2021
Q3 | $1.38M | Sell |
41,002
-2,462
| -6% | -$91.6K | ﹤0.01% | 3899 |
|
|
2021
Q2 | $1.86M | Buy |
43,464
+1,231
| +3% | +$53.8K | ﹤0.01% | 3638 |
|
|
2021
Q1 | $1.57M | Sell |
42,233
-2,301
| -5% | -$79.5K | ﹤0.01% | 3806 |
|
|
2020
Q4 | $1.23M | Buy |
44,534
+37,365
| +521% | +$986K | ﹤0.01% | 3848 |
|
|
2020
Q3 | $150K | Sell |
7,169
-5,472
| -43% | -$99.2K | ﹤0.01% | 4965 |
|
|
2020
Q2 | $202K | Sell |
12,641
-2,487
| -16% | -$36.3K | ﹤0.01% | 4794 |
|
|
2020
Q1 | $180K | Sell |
15,128
-34,766
| -70% | -$612K | ﹤0.01% | 4801 |
|
|
2019
Q4 | $1M | Buy |
49,894
+29,808
| +148% | +$602K | ﹤0.01% | 4210 |
|
|
2019
Q3 | $407K | Buy |
20,086
+17,290
| +618% | +$326K | ﹤0.01% | 4731 |
|
|
2019
Q2 | $47K | Buy |
2,796
+936
| +50% | +$18.4K | ﹤0.01% | 5979 |
|
|
2019
Q1 | $41K | Sell |
1,860
-7,081
| -79% | -$153K | ﹤0.01% | 5704 |
|
|
2018
Q4 | $168K | Buy |
8,941
+2,997
| +50% | +$61.6K | ﹤0.01% | 5101 |
|
|
2018
Q3 | $131K | Buy |
5,944
+1,582
| +36% | +$34.2K | ﹤0.01% | 5351 |
|
|
2018
Q2 | $94K | Buy |
4,362
+2,110
| +94% | +$42.1K | ﹤0.01% | 5488 |
|
|
2018
Q1 | $46K | Sell |
2,252
-1,325
| -37% | -$28.5K | ﹤0.01% | 5770 |
|
|
2017
Q4 | $81K | Sell |
3,577
-389
| -10% | -$9.37K | ﹤0.01% | 5503 |
|
|
2017
Q3 | $104K | Buy |
3,966
+1,295
| +48% | +$30.9K | ﹤0.01% | 5293 |
|
|
2017
Q2 | $67K | Buy |
2,671
+1,516
| +131% | +$36.9K | ﹤0.01% | 5450 |
|
|
2017
Q1 | $28K | Sell |
1,155
-3,051
| -73% | -$69.9K | ﹤0.01% | 5907 |
|
|
2016
Q4 | $99K | Buy |
4,206
+1,001
| +31% | +$20.9K | ﹤0.01% | 5293 |
|
|
2016
Q3 | $64K | Buy |
3,205
+1,565
| +95% | +$30.6K | ﹤0.01% | 5311 |
|
|
2016
Q2 | $30K | Sell |
1,640
-559
| -25% | -$10.4K | ﹤0.01% | 5934 |
|
|
2016
Q1 | $46K | Sell |
2,199
-562
| -20% | -$11K | ﹤0.01% | 5569 |
|
|
2015
Q4 | $59K | Buy |
2,761
+392
| +17% | +$8.99K | ﹤0.01% | 5681 |
|
|
2015
Q3 | $55K | Sell |
2,369
-5,507
| -70% | -$126K | ﹤0.01% | 5755 |
|
|
2015
Q2 | $170K | Sell |
7,876
-1,423
| -15% | -$31.2K | ﹤0.01% | 5010 |
|
|
2015
Q1 | $231K | Sell |
9,299
-2,080
| -18% | -$50.4K | ﹤0.01% | 4765 |
|
|
2014
Q4 | $250K | Buy |
+11,379
| New | +$244K | ﹤0.01% | 4826 |
|
Other funds holding HVT
VCM
CIM
UBS Group's HVT Position: Q1 2026 in Review
UBS Group reduced its Haverty Furniture Companies (HVT) stake by 27% in Q1 2026, selling an estimated $343K and leaving 37,292 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #5735.
UBS Group first reported a position in HVT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.9M in Q4 2024. 141 funds tracked by Wall St. Rank hold HVT as of Q1 2026.
- UBS Group held 37,292 shares of Haverty Furniture Companies worth $790K as of Q1 2026.
- UBS Group sold 14,076 Haverty Furniture Companies shares in Q1 2026, an estimated $343K.
- Haverty Furniture Companies made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5735 holding.
- UBS Group first reported a position in Haverty Furniture Companies in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Haverty Furniture Companies position peaked at $1.9M in Q4 2024.
- 141 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.