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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
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
New +$1.79M 1.78% 9

Other funds holding HTLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Phoenix Asset Management Partners's HTLD Position: Q2 2026 in Review

Phoenix Asset Management Partners held its Heartland Express (HTLD) position steady in Q2 2026 at 272,419 shares worth $4.15M. The position accounts for 2.72% of the portfolio, ranked #8.

Phoenix Asset Management Partners first reported a position in HTLD in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Phoenix Asset Management Partners held 272,419 shares of Heartland Express worth $4.15M as of Q2 2026.
  • Phoenix Asset Management Partners left its Heartland Express share count unchanged in Q2 2026.
  • Heartland Express made up 2.72% of Phoenix Asset Management Partners's portfolio in Q2 2026, its #8 holding.
  • Phoenix Asset Management Partners first reported a position in Heartland Express in Q2 2025 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Phoenix Asset Management Partners's 13F filing for Q2 2026, filed 11 Aug 2026.