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Pinnacle Wealth Planning Services’s Heartland Express HTLD Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.8K Buy
1,235
+4
+0.3% +$54 ﹤0.01% 1805
2026
Q1 		$12.8K Buy
1,231
+128
+12% +$1.35K ﹤0.01% 1906
2025
Q4 		$9.96K Buy
+1,103
New +$9.18K ﹤0.01% 2012
2021
Q1 		– Sell
-302
Closed -$5K – 1071
2020
Q4 		$5K Buy
+302
New +$5.7K ﹤0.01% 1655

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

Pinnacle Wealth Planning Services's HTLD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Heartland Express (HTLD) stake by 0.32% in Q2 2026, buying an estimated $54 and bringing the position to 1,235 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Pinnacle Wealth Planning Services first reported a position in HTLD in Q4 2020 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,235 shares of Heartland Express worth $18.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Heartland Express shares in Q2 2026, an estimated $54.
  • Heartland Express made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1805 holding.
  • Pinnacle Wealth Planning Services first reported a position in Heartland Express in Q4 2020 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.