Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Heartland Express HTLD Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
-33,717
Closed -$351K – 2157
2026
Q1 		$351K Hold
33,717
– – ﹤0.01% 1823
2025
Q4 		$304K Buy
33,717
+13,088
+63% +$109K ﹤0.01% 1861
2025
Q3 		$173K Hold
20,629
– – ﹤0.01% 2021
2025
Q2 		$178K Buy
20,629
+7,939
+63% +$68.1K ﹤0.01% 1951
2025
Q1 		$117K Buy
+12,690
New +$134K ﹤0.01% 1937

Other funds holding HTLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAMPL
PHOENIX ASSET MANAGEMENT PARTNERS Ltd London $152M AUM
Bank of New York Mellon
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

Universal-Beteiligungs- und Servicegesellschaft's HTLD Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 33,717 shares — an estimated $351K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HTLD in Q1 2025 and held it in 5 quarters. The position peaked at $351K in Q1 2026. 109 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 33,717 Heartland Express shares in Q2 2026, an estimated $351K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Heartland Express in Q1 2025 and held it in 5 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Heartland Express position peaked at $351K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.