Integrated Wealth Concepts’s Heartland Express HTLD Stock Holding History

Integrated Wealth Concepts’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	$13.7K	Buy	+899	New	+$12.2K	﹤0.01%	4373

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

Integrated Wealth Concepts's HTLD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Heartland Express (HTLD) in Q2 2026: 899 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #4373 among its holdings.

199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

Integrated Wealth Concepts held 899 shares of Heartland Express worth $13.7K as of Q2 2026.
Heartland Express was a new Integrated Wealth Concepts position in Q2 2026.
Heartland Express made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4373 holding.
199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.