Center for Financial Planning’s Landstar System LSTR Stock Holding History

Center for Financial Planning’s Portfolio LSTR Stock Details LSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Hold	600	–	–	0.01%	219
2026 Q1	$96.2K	Hold	600	–	–	0.01%	235
2025 Q4	$86.2K	Hold	600	–	–	0.01%	247
2025 Q3	$73.5K	Hold	600	–	–	0.01%	266
2025 Q2	$83.4K	Hold	600	–	–	0.01%	238
2025 Q1	$90.1K	Hold	600	–	–	0.01%	214
2024 Q4	$103K	Hold	600	–	–	0.01%	194
2024 Q3	$113K	Hold	600	–	–	0.02%	179
2024 Q2	$111K	Hold	600	–	–	0.02%	174
2024 Q1	$116K	Hold	600	–	–	0.02%	171
2023 Q4	$116K	Hold	600	–	–	0.02%	161
2023 Q3	$106K	Hold	600	–	–	0.02%	163
2023 Q2	$116K	Hold	600	–	–	0.02%	162
2023 Q1	$108K	Hold	600	–	–	0.02%	159
2022 Q4	$97.7K	Sell	600 -16	-3%	-$2.57K	0.02%	165
2022 Q3	$89K	Buy	616 +16	+3%	+$2.38K	0.02%	164
2022 Q2	$87K	Hold	600	–	–	0.02%	173
2022 Q1	$90K	Hold	600	–	–	0.02%	182
2021 Q4	$107K	Hold	600	–	–	0.02%	167
2021 Q3	$95K	Sell	600 -75	-11%	-$12K	0.02%	167
2021 Q2	$107K	Sell	675 -48	-7%	-$8.06K	0.03%	161
2021 Q1	$119K	Hold	723	–	–	0.03%	150
2020 Q4	$97K	Hold	723	–	–	0.03%	151
2020 Q3	$91K	Hold	723	–	–	0.03%	145
2020 Q2	$81K	Sell	723 -39	-5%	-$4.17K	0.03%	152
2020 Q1	$73K	Buy	762 +39	+5%	+$4.15K	0.02%	148
2019 Q4	$82K	Buy	+723	New	+$81.6K	0.02%	152

Other funds holding LSTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Center for Financial Planning's LSTR Position: Q2 2026 in Review

Center for Financial Planning held its Landstar System (LSTR) position steady in Q2 2026 at 600 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #219.

Center for Financial Planning first reported a position in LSTR in Q4 2019 and has held it in 27 quarters since. 546 funds tracked by Wall St. Rank hold LSTR as of Q2 2026.

Center for Financial Planning held 600 shares of Landstar System worth $124K as of Q2 2026.
Center for Financial Planning left its Landstar System share count unchanged in Q2 2026.
Landstar System made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #219 holding.
Center for Financial Planning first reported a position in Landstar System in Q4 2019 and has held it in 27 quarters since.
546 funds tracked by Wall St. Rank held Landstar System as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.