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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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