AGWCA
HTLD icon

Annis Gardner Whiting Capital Advisors’s Heartland Express HTLD Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-21
Closed -$182 – 1301
2025
Q2 		$182 Buy
+21
New +$180 ﹤0.01% 1300

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HTLD Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Heartland Express (HTLD) in Q3 2025, closing a stake of 21 shares — an estimated $182 sold.

Annis Gardner Whiting Capital Advisors first reported a position in HTLD in Q2 2025 and held it in 1 quarter. The position peaked at $182 in Q2 2025. 176 funds tracked by Wall St. Rank hold HTLD as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Heartland Express position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 21 Heartland Express shares in Q3 2025, an estimated $182.
  • Annis Gardner Whiting Capital Advisors first reported a position in Heartland Express in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Heartland Express position peaked at $182 in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.