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True Wealth Design’s Heartland Express HTLD Stock Holding History

True Wealth Design’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
Q3 		$279 Hold
24
– – ﹤0.01% 2284
2026
Q2 		$366 Hold
24
– – ﹤0.01% 2308
2026
Q1 		$250 Hold
24
– – ﹤0.01% 2273
2025
Q4 		$217 Sell
24
-155
-87% -$1.29K ﹤0.01% 2209
2025
Q3 		$1.5K Sell
179
-242
-57% -$2.05K ﹤0.01% 1587
2025
Q2 		$3.64K Buy
421
+211
+100% +$1.81K ﹤0.01% 937
2025
Q1 		$1.94K Buy
210
+23
+12% +$244 ﹤0.01% 1019
2024
Q4 		$2.1K Buy
+187
New +$2.2K ﹤0.01% 720

Other funds holding HTLD

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's HTLD Position: Q3 2026 in Review

True Wealth Design held its Heartland Express (HTLD) position steady in Q3 2026 at 24 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

True Wealth Design first reported a position in HTLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.64K in Q2 2025. 11 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • True Wealth Design held 24 shares of Heartland Express worth $279 as of Q3 2026.
  • True Wealth Design left its Heartland Express share count unchanged in Q3 2026.
  • Heartland Express made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2284 holding.
  • True Wealth Design first reported a position in Heartland Express in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Heartland Express position peaked at $3.64K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.