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Beacon Investment Advisors’s Heartland Express HTLD Stock Holding History

Beacon Investment 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
2026
Q2 		$986K Sell
64,751
-80
-0.1% -$1.08K 0.31% 80
2026
Q1 		$674K Buy
64,831
+32,793
+102% +$346K 0.25% 89
2025
Q4 		$289K Sell
32,038
-29
-0.1% -$241 0.12% 139
2025
Q3 		$269K Sell
32,067
-813
-2% -$6.88K 0.11% 144
2025
Q2 		$285K Sell
32,880
-38
-0.1% -$326 0.12% 134
2025
Q1 		$304K Sell
32,918
-51
-0.2% -$540 0.14% 129
2024
Q4 		$370K Sell
32,969
-434
-1% -$5.1K 0.17% 115
2024
Q3 		$410K Buy
33,403
+20
+0.1% +$245 0.19% 115
2024
Q2 		$412K Sell
33,383
-813
-2% -$9.09K 0.21% 108
2024
Q1 		$408K Sell
34,196
-747
-2% -$9.5K 0.23% 95
2023
Q4 		$498K Buy
34,943
+37
+0.1% +$506 0.32% 75
2023
Q3 		$513K Sell
34,906
-1,768
-5% -$27.4K 0.36% 73
2023
Q2 		$602K Sell
36,674
-154
-0.4% -$2.4K 0.41% 68
2023
Q1 		$586K Buy
36,828
+267
+0.7% +$4.34K 0.43% 67
2022
Q4 		$561K Buy
+36,561
New +$564K 0.47% 66

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

Beacon Investment Advisors's HTLD Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Heartland Express (HTLD) stake by 0.12% in Q2 2026, selling an estimated $1.08K and leaving 64,751 shares worth $986K. The position accounts for 0.31% of the portfolio, ranked #80.

Beacon Investment Advisors first reported a position in HTLD in Q4 2022 and has held it in 15 quarters since. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Beacon Investment Advisors held 64,751 shares of Heartland Express worth $986K as of Q2 2026.
  • Beacon Investment Advisors sold 80 Heartland Express shares in Q2 2026, an estimated $1.08K.
  • Heartland Express made up 0.31% of Beacon Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Beacon Investment Advisors first reported a position in Heartland Express in Q4 2022 and has held it in 15 quarters since.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.