MassMutual Private Wealth & Trust
HTLD icon

MassMutual Private Wealth & Trust’s Heartland Express HTLD Stock Holding History

MassMutual Private Wealth & 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
Q3 		$9.28K Hold
799
– – ﹤0.01% 1361
2026
Q2 		$12.2K Sell
799
-146
-15% -$1.98K ﹤0.01% 1310
2026
Q1 		$9.8K Buy
945
+108
+13% +$1.14K ﹤0.01% 1377
2025
Q4 		$7.56K Sell
837
-16
-2% -$133 ﹤0.01% 1503
2025
Q3 		$7.15K Sell
853
-7
-0.8% -$59 ﹤0.01% 1538
2025
Q2 		$7.43K Buy
860
+563
+190% +$4.83K ﹤0.01% 1475
2025
Q1 		$2.74K Sell
297
-331
-53% -$3.5K ﹤0.01% 1823
2024
Q4 		$7.05K Buy
628
+154
+32% +$1.81K ﹤0.01% 1401
2024
Q3 		$5.82K Hold
474
– – ﹤0.01% 1318
2024
Q2 		$5.84K Buy
474
+454
+2,270% +$5.08K ﹤0.01% 1266
2024
Q1 		$239 Sell
20
-73
-78% -$928 ﹤0.01% 1972
2023
Q4 		$1.33K Sell
93
-166
-64% -$2.27K ﹤0.01% 1627
2023
Q3 		$3.8K Buy
259
+46
+22% +$714 ﹤0.01% 1332
2023
Q2 		$3.5K Buy
213
+20
+10% +$312 ﹤0.01% 1314
2023
Q1 		$3.07K Hold
193
– – ﹤0.01% 1294
2022
Q4 		$3K Sell
193
-29
-13% -$448 ﹤0.01% 1151
2022
Q3 		$3K Buy
222
+29
+15% +$436 ﹤0.01% 1088
2022
Q2 		$3K Buy
193
+18
+10% +$249 ﹤0.01% 1043
2022
Q1 		$2K Buy
175
+11
+7% +$164 ﹤0.01% 1158
2021
Q4 		$3K Sell
164
-260
-61% -$4.36K ﹤0.01% 996
2021
Q3 		$7K Buy
+424
New +$7.08K ﹤0.01% 791
2021
Q2 		– Sell
-401
Closed -$8K – 1248
2021
Q1 		$8K Buy
+401
New +$7.62K ﹤0.01% 636

Other funds holding HTLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

MassMutual Private Wealth & Trust's HTLD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Heartland Express (HTLD) position steady in Q3 2026 at 799 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

MassMutual Private Wealth & Trust first reported a position in HTLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.2K in Q2 2026. 78 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • MassMutual Private Wealth & Trust held 799 shares of Heartland Express worth $9.28K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Heartland Express share count unchanged in Q3 2026.
  • Heartland Express made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1361 holding.
  • MassMutual Private Wealth & Trust first reported a position in Heartland Express in Q1 2021 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's Heartland Express position peaked at $12.2K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.