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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return