Mackenzie Financial
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Mackenzie Financial’s Heartland Express HTLD Stock Holding History

Mackenzie 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
Q3 		– Sell
-10,550
Closed -$161K – 1600
2026
Q2 		$161K Buy
+10,550
New +$143K ﹤0.01% 1504
2024
Q2 		– Sell
-12,001
Closed -$143K – 1575
2024
Q1 		$143K Buy
+12,001
New +$153K ﹤0.01% 1393
2023
Q1 		– Sell
-12,585
Closed -$193K – 1561
2022
Q4 		$193K Buy
+12,585
New +$194K ﹤0.01% 1259

Other funds holding HTLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Phoenix Asset Management Partners
Phoenix Asset Management Partners London $163M AUM 3.72% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial's HTLD Position: Q3 2026 in Review

Mackenzie Financial sold out of Heartland Express (HTLD) in Q3 2026, closing a stake of 10,550 shares — an estimated $161K sold.

Mackenzie Financial first reported a position in HTLD in Q4 2022 and held it in 3 quarters. The position peaked at $193K in Q4 2022. 105 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Mackenzie Financial reported no remaining Heartland Express position as of Q3 2026 after selling out during the quarter.
  • Mackenzie Financial sold 10,550 Heartland Express shares in Q3 2026, an estimated $161K.
  • Mackenzie Financial first reported a position in Heartland Express in Q4 2022 and held it in 3 quarters.
  • Mackenzie Financial's Heartland Express position peaked at $193K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.