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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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
GCCM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Investment Advisors's HTLD Position: Q1 2026 in Review

Beacon Investment Advisors increased its Heartland Express (HTLD) stake by 102% in Q1 2026, buying an estimated $346K and bringing the position to 64,831 shares worth $674K. The position accounts for 0.25% of the portfolio, ranked #89.

Beacon Investment Advisors first reported a position in HTLD in Q4 2022 and has held it in 14 quarters since. 179 funds tracked by Wall St. Rank hold HTLD as of Q1 2026.

  • Beacon Investment Advisors held 64,831 shares of Heartland Express worth $674K as of Q1 2026.
  • Beacon Investment Advisors bought 32,793 Heartland Express shares in Q1 2026, an estimated $346K.
  • Heartland Express made up 0.25% of Beacon Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • Beacon Investment Advisors first reported a position in Heartland Express in Q4 2022 and has held it in 14 quarters since.
  • 179 funds tracked by Wall St. Rank held Heartland Express as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.