Raymond James Financial
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Raymond James Financial’s Heartland Express HTLD Stock Holding History

Raymond James Financial’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
-295
Closed -$2.55K – 5757
2025
Q2 		$2.55K Buy
+295
New +$2.53K ﹤0.01% 6351

Other funds holding HTLD

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Dimensional Fund Advisors
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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial's HTLD Position: Q3 2025 in Review

Raymond James Financial sold out of Heartland Express (HTLD) in Q3 2025, closing a stake of 295 shares — an estimated $2.55K sold.

Raymond James Financial first reported a position in HTLD in Q2 2025 and held it in 1 quarter. The position peaked at $2.55K in Q2 2025. 176 funds tracked by Wall St. Rank hold HTLD as of Q3 2025.

  • Raymond James Financial reported no remaining Heartland Express position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 295 Heartland Express shares in Q3 2025, an estimated $2.55K.
  • Raymond James Financial first reported a position in Heartland Express in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Heartland Express position peaked at $2.55K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.