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Westfuller Advisors’s Heartland Express HTLD Stock Holding History

Westfuller 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
Q4 		– Sell
-2,863
Closed -$24K – 791
2025
Q3 		$24K Buy
+2,863
New +$24.2K 0.01% 348

Other funds holding HTLD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westfuller Advisors's HTLD Position: Q4 2025 in Review

Westfuller Advisors sold out of Heartland Express (HTLD) in Q4 2025, closing a stake of 2,863 shares — an estimated $24K sold.

Westfuller Advisors first reported a position in HTLD in Q3 2025 and held it in 1 quarter. The position peaked at $24K in Q3 2025. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • Westfuller Advisors reported no remaining Heartland Express position as of Q4 2025 after selling out during the quarter.
  • Westfuller Advisors sold 2,863 Heartland Express shares in Q4 2025, an estimated $24K.
  • Westfuller Advisors first reported a position in Heartland Express in Q3 2025 and held it in 1 quarter.
  • Westfuller Advisors's Heartland Express position peaked at $24K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.