Phoenix Asset Management Partners
HTLD icon

Phoenix Asset Management Partners’s Heartland Express HTLD Stock Holding History

Phoenix Asset Management Partners’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 		$2.93M Sell
252,703
-19,716
-7% -$256K 1.8% 9
2026
Q2 		$4.15M Hold
272,419
– – 2.72% 8
2026
Q1 		$2.83M Hold
272,419
– – 2.14% 8
2025
Q4 		$2.46M Buy
272,419
+62,300
+30% +$518K 1.69% 8
2025
Q3 		$1.76M Buy
210,119
+909
+0.4% +$7.7K 1.52% 7
2025
Q2 		$1.81M Buy
209,210
+65,500
+46% +$561K 1.78% 9
2025
Q1 		$1.33M Buy
143,710
+57,673
+67% +$611K 1.72% 9
2024
Q4 		$965K Buy
86,037
+11,827
+16% +$139K 0.82% 10
2024
Q3 		$911K Hold
74,210
– – 0.76% 9
2024
Q2 		$915K Buy
74,210
+51,100
+221% +$571K 0.51% 9
2024
Q1 		$276K Hold
23,110
– – 0.15% 12
2023
Q4 		$330K Hold
23,110
– – 0.19% 12
2023
Q3 		$339K Hold
23,110
– – 0.25% 10
2023
Q2 		$379K Hold
23,110
– – 0.24% 9
2023
Q1 		$368K Hold
23,110
– – 0.3% 11
2022
Q4 		$355K Buy
+23,110
New +$357K 0.31% 10

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Vanguard Capital Management
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State Street
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Phoenix Asset Management Partners's HTLD Position: Q3 2026 in Review

Phoenix Asset Management Partners reduced its Heartland Express (HTLD) stake by 7.2% in Q3 2026, selling an estimated $256K and leaving 252,703 shares worth $2.93M. The position accounts for 1.8% of the portfolio, ranked #9.

Phoenix Asset Management Partners first reported a position in HTLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.15M in Q2 2026. 156 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Phoenix Asset Management Partners held 252,703 shares of Heartland Express worth $2.93M as of Q3 2026.
  • Phoenix Asset Management Partners sold 19,716 Heartland Express shares in Q3 2026, an estimated $256K.
  • Heartland Express made up 1.8% of Phoenix Asset Management Partners's portfolio in Q3 2026, its #9 holding.
  • Phoenix Asset Management Partners first reported a position in Heartland Express in Q4 2022 and has held it in 16 quarters since.
  • Phoenix Asset Management Partners's Heartland Express position peaked at $4.15M in Q2 2026.
  • 156 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Phoenix Asset Management Partners's 13F filing for Q3 2026, filed 9 Nov 2026.