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Rialto Wealth Management’s Heartland Express HTLD Stock Holding History

Rialto Wealth Management’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
Q4 		– Sell
-59
Closed -$495 – 1743
2025
Q3 		$495 Buy
+59
New +$499 ﹤0.01% 1249

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCCM
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State Street
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rialto Wealth Management's HTLD Position: Q4 2025 in Review

Rialto Wealth Management sold out of Heartland Express (HTLD) in Q4 2025, closing a stake of 59 shares — an estimated $495 sold.

Rialto Wealth Management first reported a position in HTLD in Q3 2025 and held it in 1 quarter. The position peaked at $495 in Q3 2025. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • Rialto Wealth Management reported no remaining Heartland Express position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 59 Heartland Express shares in Q4 2025, an estimated $495.
  • Rialto Wealth Management first reported a position in Heartland Express in Q3 2025 and held it in 1 quarter.
  • Rialto Wealth Management's Heartland Express position peaked at $495 in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.