Allworth Financial
HTLD icon

Allworth Financial’s Heartland Express HTLD Stock Holding History

Allworth Financial’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 		$5.83K Hold
383
– – ﹤0.01% 4041
2026
Q1 		$3.98K Buy
383
+142
+59% +$1.5K ﹤0.01% 4080
2025
Q4 		$2.18K Buy
241
+19
+9% +$158 ﹤0.01% 4086
2025
Q3 		$1.86K Sell
222
-234
-51% -$1.98K ﹤0.01% 4034
2025
Q2 		$3.94K Buy
456
+79
+21% +$677 ﹤0.01% 3392
2025
Q1 		$3.19K Buy
377
+346
+1,116% +$3.66K ﹤0.01% 3014
2024
Q4 		$361 Hold
31
– – ﹤0.01% 3673
2024
Q3 		$381 Hold
31
– – ﹤0.01% 3478
2024
Q2 		$389 Buy
+31
New +$347 ﹤0.01% 3436
2024
Q1 		– Sell
-10
Closed -$143 – 3641
2023
Q4 		$143 Buy
+10
New +$137 ﹤0.01% 3322
2023
Q2 		– Sell
-85
Closed -$1.35K – 3316
2023
Q1 		$1.35K Hold
85
– – ﹤0.01% 2557
2022
Q4 		$1.3K Sell
85
-22
-21% -$339 ﹤0.01% 2390
2022
Q3 		$2K Buy
107
+74
+224% +$1.11K ﹤0.01% 2156
2022
Q2 		$0 Buy
+33
New +$456 ﹤0.01% 2577

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 $3.38T AUM 44.17% 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

Allworth Financial's HTLD Position: Q2 2026 in Review

Allworth Financial held its Heartland Express (HTLD) position steady in Q2 2026 at 383 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

Allworth Financial first reported a position in HTLD in Q2 2022 and has held it in 14 quarters since. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Allworth Financial held 383 shares of Heartland Express worth $5.83K as of Q2 2026.
  • Allworth Financial left its Heartland Express share count unchanged in Q2 2026.
  • Heartland Express made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4041 holding.
  • Allworth Financial first reported a position in Heartland Express in Q2 2022 and has held it in 14 quarters since.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.