Empowered Funds’s Heartland Express HTLD Stock Holding History

Empowered Funds’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	$3.44M	Buy	+330,678	New	+$3.49M	0.02%	817
2025 Q4	–	Sell	-337,758	Closed	-$2.83M	–	1412
2025 Q3	$2.83M	Sell	337,758 -26,887	-7%	-$228K	0.03%	742
2025 Q2	$3.15M	Buy	364,645 +11,228	+3%	+$96.3K	0.04%	617
2025 Q1	$3.26M	Buy	353,417 +7,146	+2%	+$75.7K	0.05%	517
2024 Q4	$3.89M	Buy	346,271 +90,100	+35%	+$1.06M	0.06%	454
2024 Q3	$3.15M	Buy	256,171 +12,998	+5%	+$159K	0.05%	508
2024 Q2	$3M	Buy	243,173 +17,460	+8%	+$195K	0.05%	479
2024 Q1	$2.7M	Buy	225,713 +128,758	+133%	+$1.64M	0.05%	508
2023 Q4	$1.38M	Buy	+96,955	New	+$1.33M	0.03%	654

Other funds holding HTLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return