Creative Planning
HTLD icon

Creative Planning’s Heartland Express HTLD Stock Holding History

Creative Planning’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 		$619K Buy
59,514
+5,921
+11% +$62.5K ﹤0.01% 2861
2025
Q4 		$484K Sell
53,593
-45,155
-46% -$376K ﹤0.01% 2874
2025
Q3 		$828K Buy
98,748
+20,841
+27% +$176K ﹤0.01% 2299
2025
Q2 		$673K Buy
77,907
+57,080
+274% +$489K ﹤0.01% 2202
2025
Q1 		$192K Buy
20,827
+2,764
+15% +$29.3K ﹤0.01% 3087
2024
Q4 		$203K Sell
18,063
-6,685
-27% -$78.6K ﹤0.01% 2959
2024
Q3 		$304K Sell
24,748
-844
-3% -$10.4K ﹤0.01% 2510
2024
Q2 		$316K Buy
+25,592
New +$286K ﹤0.01% 2300
2017
Q3 		– Sell
-2,441
Closed -$51K – 2706
2017
Q2 		$51K Sell
2,441
-200
-8% -$3.99K ﹤0.01% 2494
2017
Q1 		$53K Buy
2,641
+618
+31% +$12.5K ﹤0.01% 2433
2016
Q4 		$41K Hold
2,023
– – ﹤0.01% 2550
2016
Q3 		$38K Hold
2,023
– – ﹤0.01% 2576
2016
Q2 		$35K Buy
2,023
+135
+7% +$2.4K ﹤0.01% 2392
2016
Q1 		$35K Hold
1,888
– – ﹤0.01% 2347
2015
Q4 		$32K Buy
1,888
+900
+91% +$17.3K ﹤0.01% 2474
2015
Q3 		$20K Buy
+988
New +$20.2K ﹤0.01% 2719
2015
Q2 		– Sell
-200
Closed -$5K – 1929
2015
Q1 		$5K Hold
200
– – ﹤0.01% 3531
2014
Q4 		$5K Hold
200
– – ﹤0.01% 3490
2014
Q3 		$5K Hold
200
– – ﹤0.01% 3292
2014
Q2 		$4K Hold
200
– – ﹤0.01% 3306
2014
Q1 		$5K Buy
+200
New +$4.18K ﹤0.01% 3081

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

Creative Planning's HTLD Position: Q1 2026 in Review

Creative Planning increased its Heartland Express (HTLD) stake by 11% in Q1 2026, buying an estimated $62.5K and bringing the position to 59,514 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Creative Planning first reported a position in HTLD in Q1 2014 and has held it in 21 quarters since. The position peaked at $828K in Q3 2025. 179 funds tracked by Wall St. Rank hold HTLD as of Q1 2026.

  • Creative Planning held 59,514 shares of Heartland Express worth $619K as of Q1 2026.
  • Creative Planning bought 5,921 Heartland Express shares in Q1 2026, an estimated $62.5K.
  • Heartland Express made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2861 holding.
  • Creative Planning first reported a position in Heartland Express in Q1 2014 and has held it in 21 quarters since.
  • Creative Planning's Heartland Express position peaked at $828K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Heartland Express as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.