AWM
HTLD icon

Abound Wealth Management’s Heartland Express HTLD Stock Holding History

Abound Wealth Management’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12
Closed -$125 – 1463
2026
Q1 		$125 Sell
12
-4
-25% -$42 ﹤0.01% 1366
2025
Q4 		$145 Hold
16
– – ﹤0.01% 1298
2025
Q3 		$135 Hold
16
– – ﹤0.01% 1251
2025
Q2 		$139 Hold
16
– – ﹤0.01% 1161
2025
Q1 		$148 Hold
16
– – ﹤0.01% 1100
2024
Q4 		$180 Hold
16
– – ﹤0.01% 1110
2024
Q3 		$197 Sell
16
-8
-33% -$98 ﹤0.01% 1173
2024
Q2 		$296 Hold
24
– – ﹤0.01% 987
2024
Q1 		$287 Hold
24
– – ﹤0.01% 1154
2023
Q4 		$343 Sell
24
-4
-14% -$55 ﹤0.01% 1101
2023
Q3 		$412 Hold
28
– – ﹤0.01% 872
2023
Q2 		$460 Buy
+28
New +$436 ﹤0.01% 869

Other funds holding HTLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abound Wealth Management's HTLD Position: Q2 2026 in Review

Abound Wealth Management sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 12 shares — an estimated $125 sold.

Abound Wealth Management first reported a position in HTLD in Q2 2023 and held it in 12 quarters. The position peaked at $460 in Q2 2023. 200 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Abound Wealth Management reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 12 Heartland Express shares in Q2 2026, an estimated $125.
  • Abound Wealth Management first reported a position in Heartland Express in Q2 2023 and held it in 12 quarters.
  • Abound Wealth Management's Heartland Express position peaked at $460 in Q2 2023.
  • 200 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.