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Essential Partners’s Heartland Express HTLD Stock Holding History

Essential 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
Q3 		$5.86K Hold
505
– – ﹤0.01% 1436
2026
Q2 		$7.69K Sell
505
-95
-16% -$1.29K ﹤0.01% 1333
2026
Q1 		$6.24K Buy
600
+4
+0.7% +$42 ﹤0.01% 1476
2025
Q4 		$5.38K Sell
596
-1,686
-74% -$14K ﹤0.01% 1398
2025
Q3 		$19.1K Buy
2,282
+1,565
+218% +$13.2K 0.01% 905
2025
Q2 		$6.2K Buy
+717
New +$6.15K ﹤0.01% 993

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
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
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's HTLD Position: Q3 2026 in Review

Essential Partners held its Heartland Express (HTLD) position steady in Q3 2026 at 505 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Essential Partners first reported a position in HTLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.1K in Q3 2025. 11 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Essential Partners held 505 shares of Heartland Express worth $5.86K as of Q3 2026.
  • Essential Partners left its Heartland Express share count unchanged in Q3 2026.
  • Heartland Express made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1436 holding.
  • Essential Partners first reported a position in Heartland Express in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Heartland Express position peaked at $19.1K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.