PHOENIX ASSET MANAGEMENT PARTNERS Ltd’s Heartland Express HTLD Stock Holding History

PHOENIX ASSET MANAGEMENT PARTNERS Ltd’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	Buy	+272,419	New	+$3.69M	2.72%	8

Other funds holding HTLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PHOENIX ASSET MANAGEMENT PARTNERS Ltd's HTLD Position: Q2 2026 in Review

PHOENIX ASSET MANAGEMENT PARTNERS Ltd opened a new position in Heartland Express (HTLD) in Q2 2026: 272,419 shares worth $4.15M. The stake represents 2.72% of the portfolio and ranks #8 among its holdings.

89 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

PHOENIX ASSET MANAGEMENT PARTNERS Ltd held 272,419 shares of Heartland Express worth $4.15M as of Q2 2026.
Heartland Express was a new PHOENIX ASSET MANAGEMENT PARTNERS Ltd position in Q2 2026.
Heartland Express made up 2.72% of PHOENIX ASSET MANAGEMENT PARTNERS Ltd's portfolio in Q2 2026, its #8 holding.
89 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on PHOENIX ASSET MANAGEMENT PARTNERS Ltd's 13F filing for Q2 2026, filed 11 Aug 2026.