IFU
HTLD icon

iSAM Funds (UK)’s Heartland Express HTLD Stock Holding History

iSAM Funds (UK)’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
2025
Q4 		– Sell
-7,316
Closed -$61.3K – 490
2025
Q3 		$61.3K Sell
7,316
-7,236
-50% -$61.3K 0.01% 543
2025
Q2 		$126K Buy
+14,552
New +$125K 0.03% 438

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

iSAM Funds (UK)'s HTLD Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Heartland Express (HTLD) in Q4 2025, closing a stake of 7,316 shares — an estimated $61.3K sold.

iSAM Funds (UK) first reported a position in HTLD in Q2 2025 and held it in 2 quarters. The position peaked at $126K in Q2 2025. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • iSAM Funds (UK) reported no remaining Heartland Express position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 7,316 Heartland Express shares in Q4 2025, an estimated $61.3K.
  • iSAM Funds (UK) first reported a position in Heartland Express in Q2 2025 and held it in 2 quarters.
  • iSAM Funds (UK)'s Heartland Express position peaked at $126K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.