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

Wealth Preservation 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
2026
Q2 		– Sell
-10
Closed -$212 – 458
2026
Q1 		$212 Buy
+10
New +$244 ﹤0.01% 879

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American Century Companies
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LSV Asset Management
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CIM
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Geode Capital Management
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Arrowstreet Capital
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Wealth Preservation Advisors's HVT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Haverty Furniture Companies (HVT) in Q2 2026, closing a stake of 10 shares — an estimated $212 sold.

Wealth Preservation Advisors first reported a position in HVT in Q1 2026 and held it in 1 quarter. The position peaked at $212 in Q1 2026. 138 funds tracked by Wall St. Rank hold HVT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Haverty Furniture Companies position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 10 Haverty Furniture Companies shares in Q2 2026, an estimated $212.
  • Wealth Preservation Advisors first reported a position in Haverty Furniture Companies in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Haverty Furniture Companies position peaked at $212 in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.