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Bare Financial Services’s Heartland Express HTLD Stock Holding History

Bare Financial Services’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 		$4.78K Hold
314
– – ﹤0.01% 871
2026
Q1 		$3.27K Buy
314
+118
+60% +$1.25K ﹤0.01% 818
2025
Q4 		$1.77K Buy
196
+61
+45% +$508 ﹤0.01% 907
2025
Q3 		$1.13K Buy
+135
New +$1.14K ﹤0.01% 983

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

Bare Financial Services's HTLD Position: Q2 2026 in Review

Bare Financial Services held its Heartland Express (HTLD) position steady in Q2 2026 at 314 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Bare Financial Services first reported a position in HTLD in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Bare Financial Services held 314 shares of Heartland Express worth $4.78K as of Q2 2026.
  • Bare Financial Services left its Heartland Express share count unchanged in Q2 2026.
  • Heartland Express made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #871 holding.
  • Bare Financial Services first reported a position in Heartland Express in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.