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Timothy G. Youngquist 2020 Irrevocable Trust’s Heartland Express HTLD Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-740
Closed -$7.7K – 288
2026
Q1 		$7.7K Buy
+740
New +$7.81K ﹤0.01% 433

Other funds holding HTLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's HTLD Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 740 shares — an estimated $7.7K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in HTLD in Q1 2026 and held it in 1 quarter. The position peaked at $7.7K in Q1 2026. 71 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 740 Heartland Express shares in Q2 2026, an estimated $7.7K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Heartland Express in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Heartland Express position peaked at $7.7K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.