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Wealth Preservation Advisors’s Heartland Express HTLD Stock Holding History

Wealth Preservation Advisors’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 – 454
2026
Q1 		$343 Buy
+33
New +$348 ﹤0.01% 825

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State Street
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American Century Companies
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Preservation Advisors's HTLD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Heartland Express (HTLD) in Q2 2026, closing a stake of 33 shares — an estimated $343 sold.

Wealth Preservation Advisors 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.

  • Wealth Preservation Advisors reported no remaining Heartland Express position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 33 Heartland Express shares in Q2 2026, an estimated $343.
  • Wealth Preservation Advisors first reported a position in Heartland Express in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors'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 Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.