CoreCap Advisors
HTLD icon

CoreCap Advisors’s Heartland Express HTLD Stock Holding History

CoreCap 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
Q3 		$116 Hold
10
– – ﹤0.01% 3031
2026
Q2 		$152 Buy
+10
New +$135 ﹤0.01% 3038

Other funds holding HTLD

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors's HTLD Position: Q3 2026 in Review

CoreCap Advisors held its Heartland Express (HTLD) position steady in Q3 2026 at 10 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

CoreCap Advisors first reported a position in HTLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $152 in Q2 2026. 11 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • CoreCap Advisors held 10 shares of Heartland Express worth $116 as of Q3 2026.
  • CoreCap Advisors left its Heartland Express share count unchanged in Q3 2026.
  • Heartland Express made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3031 holding.
  • CoreCap Advisors first reported a position in Heartland Express in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Heartland Express position peaked at $152 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.