Carson Wealth (CWM LLC)
HTLD icon

Carson Wealth (CWM LLC)’s Heartland Express HTLD Stock Holding History

Carson Wealth (CWM LLC)’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 		$163K Buy
15,628
+2,036
+15% +$21.5K ﹤0.01% 2899
2025
Q4 		$123K Sell
13,592
-4,153
-23% -$34.6K ﹤0.01% 2911
2025
Q3 		$149K Buy
17,745
+1,166
+7% +$9.87K ﹤0.01% 2676
2025
Q2 		$143K Buy
16,579
+11,872
+252% +$102K ﹤0.01% 2434
2025
Q1 		$43K Sell
4,707
-186
-4% -$1.97K ﹤0.01% 3098
2024
Q4 		$55K Sell
4,893
-176
-3% -$2.07K ﹤0.01% 2728
2024
Q3 		$62K Buy
5,069
+2,340
+86% +$28.7K ﹤0.01% 2535
2024
Q2 		$34K Buy
2,729
+1,984
+266% +$22.2K ﹤0.01% 2754
2024
Q1 		$9K Sell
745
-1,427
-66% -$18.1K ﹤0.01% 3397
2023
Q4 		$31K Sell
2,172
-1,038
-32% -$14.2K ﹤0.01% 2490
2023
Q3 		$47K Sell
3,210
-1,030
-24% -$16K ﹤0.01% 2103
2023
Q2 		$70K Buy
4,240
+517
+14% +$8.06K ﹤0.01% 1770
2023
Q1 		$59K Buy
3,723
+450
+14% +$7.32K ﹤0.01% 1774
2022
Q4 		$50K Buy
3,273
+510
+18% +$7.87K ﹤0.01% 1733
2022
Q3 		$40K Buy
2,763
+150
+6% +$2.25K ﹤0.01% 1770
2022
Q2 		$36K Buy
2,613
+754
+41% +$10.4K ﹤0.01% 1781
2022
Q1 		$26K Buy
1,859
+1,112
+149% +$16.6K ﹤0.01% 1919
2021
Q4 		$13K Buy
+747
New +$12.5K ﹤0.01% 2203
2019
Q1 		– Sell
-701
Closed -$13K – 3087
2018
Q4 		$13K Hold
701
– – ﹤0.01% 1248
2018
Q3 		$14K Buy
701
+655
+1,424% +$13K ﹤0.01% 1055
2018
Q2 		$1K Hold
46
– – ﹤0.01% 1528
2018
Q1 		$1K Hold
46
– – ﹤0.01% 1277
2017
Q4 		$1K Buy
+46
New +$1.04K ﹤0.01% 1357

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
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HTLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Heartland Express (HTLD) stake by 15% in Q1 2026, buying an estimated $21.5K and bringing the position to 15,628 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Carson Wealth (CWM LLC) first reported a position in HTLD in Q4 2017 and has held it in 23 quarters since. 182 funds tracked by Wall St. Rank hold HTLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,628 shares of Heartland Express worth $163K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,036 Heartland Express shares in Q1 2026, an estimated $21.5K.
  • Heartland Express made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2899 holding.
  • Carson Wealth (CWM LLC) first reported a position in Heartland Express in Q4 2017 and has held it in 23 quarters since.
  • 182 funds tracked by Wall St. Rank held Heartland Express as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.