Private Wealth Management Group’s Heartland Express HTLD Stock Holding History

Private Wealth Management Group’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 Q3	–	Sell	-59	Closed	-$510	–	1507
2025 Q2	$510	Buy	59 +1	+2%	+$9	﹤0.01%	1422
2025 Q1	$535	Sell	58 -115	-66%	-$1.22K	﹤0.01%	1391
2024 Q4	$1.94K	Hold	173	–	–	﹤0.01%	1093
2024 Q3	$2.13K	Hold	173	–	–	﹤0.01%	1039
2024 Q2	$2.13K	Buy	+173	New	+$1.94K	﹤0.01%	1023
2024 Q1	–	Sell	-43	Closed	-$614	–	1543
2023 Q4	$614	Buy	+43	New	+$588	﹤0.01%	1418

Other funds holding HTLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Private Wealth Management Group's HTLD Position: Q3 2025 in Review

Private Wealth Management Group sold out of Heartland Express (HTLD) in Q3 2025, closing a stake of 59 shares — an estimated $510 sold.

Private Wealth Management Group first reported a position in HTLD in Q4 2023 and held it in 6 quarters. The position peaked at $2.13K in Q2 2024. 176 funds tracked by Wall St. Rank hold HTLD as of Q3 2025.

Private Wealth Management Group reported no remaining Heartland Express position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 59 Heartland Express shares in Q3 2025, an estimated $510.
Private Wealth Management Group first reported a position in Heartland Express in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's Heartland Express position peaked at $2.13K in Q2 2024.
176 funds tracked by Wall St. Rank held Heartland Express as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.