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Moss Adams Wealth Advisors’s Heartland Express HTLD Stock Holding History

Moss Adams Wealth Advisors’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
2025
Q1 		– Sell
-104,317
Closed -$1.17M – 226
2024
Q4 		$1.17M Hold
104,317
– – 0.12% 50
2024
Q3 		$1.28M Sell
104,317
-303,159
-74% -$3.72M 0.14% 46
2024
Q2 		$5.03M Hold
407,476
– – 0.69% 21
2024
Q1 		$4.87M Buy
+407,476
New +$5.18M 0.78% 16

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Moss Adams Wealth Advisors's HTLD Position: Q1 2025 in Review

Moss Adams Wealth Advisors sold out of Heartland Express (HTLD) in Q1 2025, closing a stake of 104,317 shares — an estimated $1.17M sold.

Moss Adams Wealth Advisors first reported a position in HTLD in Q1 2024 and held it in 4 quarters. The position peaked at $5.03M in Q2 2024. 188 funds tracked by Wall St. Rank hold HTLD as of Q1 2025.

  • Moss Adams Wealth Advisors reported no remaining Heartland Express position as of Q1 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 104,317 Heartland Express shares in Q1 2025, an estimated $1.17M.
  • Moss Adams Wealth Advisors first reported a position in Heartland Express in Q1 2024 and held it in 4 quarters.
  • Moss Adams Wealth Advisors's Heartland Express position peaked at $5.03M in Q2 2024.
  • 188 funds tracked by Wall St. Rank held Heartland Express as of Q1 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.