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Wealthedge Investment Advisors’s Heartland Express HTLD Stock Holding History

Wealthedge Investment 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
2025
Q3 		– Sell
-89,663
Closed -$775K – 140
2025
Q2 		$775K Buy
89,663
+16,018
+22% +$137K 0.32% 82
2025
Q1 		$679K Buy
73,645
+45,934
+166% +$486K 0.31% 80
2024
Q4 		$311K Buy
+27,711
New +$326K 0.14% 119

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthedge Investment Advisors's HTLD Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Heartland Express (HTLD) in Q3 2025, closing a stake of 89,663 shares — an estimated $775K sold.

Wealthedge Investment Advisors first reported a position in HTLD in Q4 2024 and held it in 3 quarters. The position peaked at $775K in Q2 2025. 176 funds tracked by Wall St. Rank hold HTLD as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Heartland Express position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 89,663 Heartland Express shares in Q3 2025, an estimated $775K.
  • Wealthedge Investment Advisors first reported a position in Heartland Express in Q4 2024 and held it in 3 quarters.
  • Wealthedge Investment Advisors's Heartland Express position peaked at $775K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.