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Root Financial Partners’s Heartland Express HTLD Stock Holding History

Root Financial Partners’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 		– Sell
-33
Closed -$343 – 1659
2026
Q1 		$343 Buy
+33
New +$348 ﹤0.01% 2985

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Root Financial Partners's HTLD Position: Q2 2026 in Review

Root Financial Partners sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 33 shares — an estimated $343 sold.

Root Financial Partners first reported a position in HTLD in Q1 2026 and held it in 1 quarter. The position peaked at $343 in Q1 2026. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Root Financial Partners reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 Heartland Express shares in Q2 2026, an estimated $343.
  • Root Financial Partners first reported a position in Heartland Express in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Heartland Express position peaked at $343 in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.