LPL Financial
HTLD icon

LPL Financial’s Heartland Express HTLD Stock Holding History

LPL Financial’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 		$326K Buy
21,404
+7,244
+51% +$98.1K ﹤0.01% 5378
2026
Q1 		$147K Buy
14,160
+1,184
+9% +$12.5K ﹤0.01% 5590
2025
Q4 		$117K Buy
12,976
+300
+2% +$2.5K ﹤0.01% 5571
2025
Q3 		$106K Buy
12,676
+42
+0.3% +$356 ﹤0.01% 5503
2025
Q2 		$109K Buy
12,634
+1,243
+11% +$10.7K ﹤0.01% 5249
2025
Q1 		$105K Buy
+11,391
New +$121K ﹤0.01% 5031
2024
Q2 		– Sell
-13,032
Closed -$156K – 5077
2024
Q1 		$156K Buy
+13,032
New +$166K ﹤0.01% 4562
2022
Q4 		– Sell
-10,005
Closed -$143K – 4496
2022
Q3 		$143K Sell
10,005
-17
-0.2% -$255 ﹤0.01% 4033
2022
Q2 		$139K Sell
10,022
-109
-1% -$1.5K ﹤0.01% 4044
2022
Q1 		$143K Buy
+10,131
New +$151K ﹤0.01% 3908

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

LPL Financial's HTLD Position: Q2 2026 in Review

LPL Financial increased its Heartland Express (HTLD) stake by 51% in Q2 2026, buying an estimated $98.1K and bringing the position to 21,404 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #5378.

LPL Financial first reported a position in HTLD in Q1 2022 and has held it in 10 quarters since. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • LPL Financial held 21,404 shares of Heartland Express worth $326K as of Q2 2026.
  • LPL Financial bought 7,244 Heartland Express shares in Q2 2026, an estimated $98.1K.
  • Heartland Express made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5378 holding.
  • LPL Financial first reported a position in Heartland Express in Q1 2022 and has held it in 10 quarters since.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.