Wealth Enhancement Advisory Services
HTLD icon

Wealth Enhancement Advisory Services’s Heartland Express HTLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$179K Buy
15,783
+1,415
+10% +$18.4K ﹤0.01% 3789
2026
Q2 		$213K Buy
14,368
+1,781
+14% +$24.1K ﹤0.01% 3532
2026
Q1 		$134K Buy
12,587
+1,993
+19% +$21K ﹤0.01% 3247
2025
Q4 		$110K Buy
10,594
+52
+0.5% +$433 ﹤0.01% 3411
2025
Q3 		$88.7K Buy
+10,542
New +$89.2K ﹤0.01% 3352

Other funds holding HTLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Phoenix Asset Management Partners
Phoenix Asset Management Partners London $163M AUM 3.72% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTLD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Heartland Express (HTLD) stake by 9.8% in Q3 2026, buying an estimated $18.4K and bringing the position to 15,783 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #3789.

Wealth Enhancement Advisory Services first reported a position in HTLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $213K in Q2 2026. 104 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,783 shares of Heartland Express worth $179K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,415 Heartland Express shares in Q3 2026, an estimated $18.4K.
  • Heartland Express made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3789 holding.
  • Wealth Enhancement Advisory Services first reported a position in Heartland Express in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Heartland Express position peaked at $213K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.