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EWA
EverSource Wealth Advisors’s
Heartland Express
HTLD
Stock Holding History
EverSource Wealth Advisors’s Portfolio
HTLD Stock Details
HTLD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.03K
Buy
580
+127
+28%
+$1.34K
﹤0.01%
3177
2025
Q4
$4.09K
Sell
453
-401
-47%
-$3.34K
﹤0.01%
3201
2025
Q3
$7.16K
Buy
854
+592
+226%
+$5.01K
﹤0.01%
2987
2025
Q2
$2.26K
Buy
262
+178
+212%
+$1.53K
﹤0.01%
3471
2025
Q1
$774
Sell
84
-205
-71%
-$2.17K
﹤0.01%
3320
2024
Q4
$3.24K
Sell
289
-192
-40%
-$2.26K
﹤0.01%
2530
2024
Q3
$5.91K
Hold
481
–
–
﹤0.01%
2156
2024
Q2
$6.24K
Buy
481
+349
+264%
+$3.9K
﹤0.01%
2126
2024
Q1
$1.31K
Buy
+132
New
+$1.68K
﹤0.01%
2499
2023
Q4
–
Sell
-479
Closed
-$7.04K
–
2688
2023
Q3
$7.04K
Hold
479
–
–
﹤0.01%
1552
2023
Q2
$7.86K
Hold
479
–
–
﹤0.01%
1555
2023
Q1
$7.63K
Sell
479
-202
-30%
-$3.28K
﹤0.01%
1484
2022
Q4
$10.4K
Hold
681
–
–
﹤0.01%
1321
2022
Q3
$10K
Hold
681
–
–
﹤0.01%
1136
2022
Q2
$10K
Buy
+681
New
+$9.4K
﹤0.01%
1032
2022
Q1
–
Sell
-194
Closed
-$3K
–
1769
2021
Q4
$3K
Buy
+194
New
+$3.25K
﹤0.01%
1429
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30.48%
1-Year Est. Return
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30.42%
1-Year Est. Return
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29.55%
1-Year Est. Return
American Century Companies
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$194B AUM
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1-Year Est. Return
GCCM
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$257M AUM
37.12%
1-Year Est. Return
Two Sigma Investments
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$124B AUM
33.93%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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