Heritage Trust’s JB Hunt Transport Services JBHT Stock Holding History

Heritage Trust’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$257K	Sell	1,147 -14	-1%	-$3.75K	0.02%	288
2026 Q2	$336K	Hold	1,161	–	–	0.03%	265
2026 Q1	$246K	Hold	1,161	–	–	0.02%	289
2025 Q4	$226K	Sell	1,161 -547	-32%	-$93.9K	0.02%	283
2025 Q3	$229K	Sell	1,708 -59	-3%	-$8.48K	0.02%	287
2025 Q2	$254K	Sell	1,767 -400	-18%	-$55.3K	0.03%	279
2025 Q1	$321K	Hold	2,167	–	–	0.04%	252
2024 Q4	$370K	Buy	+2,167	New	+$387K	0.04%	240
2020 Q1	–	Sell	-1,820	Closed	-$213K	–	185
2019 Q4	$213K	Hold	1,820	–	–	0.04%	181
2019 Q3	$201K	Buy	+1,820	New	+$187K	0.04%	180
2019 Q1	–	Sell	-864	Closed	-$80K	–	301
2018 Q4	$80K	Buy	864 +642	+289%	+$68K	0.03%	175
2018 Q3	$26K	Buy	+222	New	+$27K	0.01%	246

Other funds holding JBHT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Trust's JBHT Position: Q3 2026 in Review

Heritage Trust reduced its JB Hunt Transport Services (JBHT) stake by 1.2% in Q3 2026, selling an estimated $3.75K and leaving 1,147 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #288.

Heritage Trust first reported a position in JBHT in Q3 2018 and has held it in 12 quarters since. The position peaked at $370K in Q4 2024. 578 funds tracked by Wall St. Rank hold JBHT as of Q3 2026.

Heritage Trust held 1,147 shares of JB Hunt Transport Services worth $257K as of Q3 2026.
Heritage Trust sold 14 JB Hunt Transport Services shares in Q3 2026, an estimated $3.75K.
JB Hunt Transport Services made up 0.02% of Heritage Trust's portfolio in Q3 2026, its #288 holding.
Heritage Trust first reported a position in JB Hunt Transport Services in Q3 2018 and has held it in 12 quarters since.
Heritage Trust's JB Hunt Transport Services position peaked at $370K in Q4 2024.
578 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.