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Cherry Tree Wealth Management’s Landstar System LSTR Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-3
Closed -$451 – 685
2025
Q1 		$451 Hold
3
– – ﹤0.01% 729
2024
Q4 		$516 Buy
+3
New +$549 ﹤0.01% 611

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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cherry Tree Wealth Management's LSTR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Landstar System (LSTR) in Q2 2025, closing a stake of 3 shares — an estimated $451 sold.

Cherry Tree Wealth Management first reported a position in LSTR in Q4 2024 and held it in 2 quarters. The position peaked at $516 in Q4 2024. 433 funds tracked by Wall St. Rank hold LSTR as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Landstar System position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 3 Landstar System shares in Q2 2025, an estimated $451.
  • Cherry Tree Wealth Management first reported a position in Landstar System in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Landstar System position peaked at $516 in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Landstar System as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.