Farther Finance Advisors
HTLD icon

Farther Finance Advisors’s Heartland Express HTLD Stock Holding History

Farther Finance 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
Q3 		$21.5K Buy
1,854
+1,746
+1,617% +$22.7K ﹤0.01% 4081
2026
Q2 		$1.65K Buy
108
+20
+23% +$271 ﹤0.01% 5228
2026
Q1 		$925 Buy
88
+61
+226% +$644 ﹤0.01% 5132
2025
Q4 		$244 Sell
27
-862
-97% -$7.17K ﹤0.01% 5183
2025
Q3 		$7.45K Buy
889
+28
+3% +$237 ﹤0.01% 3577
2025
Q2 		$7.44K Sell
861
-597
-41% -$5.12K ﹤0.01% 3216
2025
Q1 		$13.6K Buy
1,458
+1,457
+145,700% +$15.4K ﹤0.01% 2589
2024
Q4 		$11 Hold
1
– – ﹤0.01% 3964
2024
Q3 		$12 Hold
1
– – ﹤0.01% 3944
2024
Q2 		$12 Sell
1
-14
-93% -$157 ﹤0.01% 3774
2024
Q1 		$170 Sell
15
-51
-77% -$648 ﹤0.01% 3301
2023
Q4 		$941 Buy
66
+23
+53% +$315 ﹤0.01% 2763
2023
Q3 		$632 Hold
43
– – ﹤0.01% 2204
2023
Q2 		$706 Hold
43
– – ﹤0.01% 2055
2023
Q1 		$685 Hold
43
– – ﹤0.01% 1926
2022
Q4 		$660 Buy
+43
New +$664 ﹤0.01% 1768

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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's HTLD Position: Q3 2026 in Review

Farther Finance Advisors increased its Heartland Express (HTLD) stake by 1,617% in Q3 2026, buying an estimated $22.7K and bringing the position to 1,854 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4081.

Farther Finance Advisors first reported a position in HTLD in Q4 2022 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Farther Finance Advisors held 1,854 shares of Heartland Express worth $21.5K as of Q3 2026.
  • Farther Finance Advisors bought 1,746 Heartland Express shares in Q3 2026, an estimated $22.7K.
  • Heartland Express made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4081 holding.
  • Farther Finance Advisors first reported a position in Heartland Express in Q4 2022 and has held it in 16 quarters since.
  • 12 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.