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Larson Financial Group’s Heartland Express HTLD Stock Holding History

Larson Financial Group’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 		– Sell
-50,000
Closed -$520K – 3850
2026
Q1 		$520K Hold
50,000
– – 0.02% 467
2025
Q4 		$452K Hold
50,000
– – 0.02% 488
2025
Q3 		$419K Hold
50,000
– – 0.01% 509
2025
Q2 		$432K Hold
50,000
– – 0.02% 470
2025
Q1 		$461K Buy
50,000
+49,972
+178,471% +$529K 0.02% 423
2024
Q4 		$314 Buy
+28
New +$329 ﹤0.01% 2319

Other funds holding HTLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Larson Financial Group's HTLD Position: Q2 2026 in Review

Larson Financial Group sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 50,000 shares — an estimated $520K sold.

Larson Financial Group first reported a position in HTLD in Q4 2024 and held it in 6 quarters. The position peaked at $520K in Q1 2026. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Larson Financial Group reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 50,000 Heartland Express shares in Q2 2026, an estimated $520K.
  • Larson Financial Group first reported a position in Heartland Express in Q4 2024 and held it in 6 quarters.
  • Larson Financial Group's Heartland Express position peaked at $520K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.