EverSource Wealth Advisors’s Heartland Express HTLD Stock Holding History

EverSource Wealth 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 Q2	$8.14K	Sell	535 -45	-8%	-$610	﹤0.01%	3025
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

Other funds holding HTLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's HTLD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Heartland Express (HTLD) stake by 7.8% in Q2 2026, selling an estimated $610 and leaving 535 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

EverSource Wealth Advisors first reported a position in HTLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.4K in Q4 2022. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

EverSource Wealth Advisors held 535 shares of Heartland Express worth $8.14K as of Q2 2026.
EverSource Wealth Advisors sold 45 Heartland Express shares in Q2 2026, an estimated $610.
Heartland Express made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3025 holding.
EverSource Wealth Advisors first reported a position in Heartland Express in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's Heartland Express position peaked at $10.4K in Q4 2022.
199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.