Cerity Partners’s Heartland Express HTLD Stock Holding History

Cerity Partners’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	–	Sell	-11,831	Closed	-$123K	–	3487
2026 Q1	$123K	Buy	+11,831	New	+$125K	﹤0.01%	2990
2025 Q4	–	Sell	-13,970	Closed	-$117K	–	2948
2025 Q3	$117K	Sell	13,970 -4,851	-26%	-$41.1K	﹤0.01%	2611
2025 Q2	$163K	Buy	+18,821	New	+$161K	﹤0.01%	2401

Other funds holding HTLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cerity Partners's HTLD Position: Q2 2026 in Review

Cerity Partners sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 11,831 shares — an estimated $123K sold.

Cerity Partners first reported a position in HTLD in Q2 2025 and held it in 3 quarters. The position peaked at $163K in Q2 2025. 168 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

Cerity Partners reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 11,831 Heartland Express shares in Q2 2026, an estimated $123K.
Cerity Partners first reported a position in Heartland Express in Q2 2025 and held it in 3 quarters.
Cerity Partners's Heartland Express position peaked at $163K in Q2 2025.
168 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.