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Congress Wealth Management’s Landstar System LSTR Stock Holding History

Congress 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 		$1.27M Buy
9,133
+5,872
+180% +$814K 0.01% 653
2025
Q1 		$490K Buy
3,261
+1
+0% +$161 0.01% 819
2024
Q4 		$560K Sell
3,260
-5,840
-64% -$1.07M 0.01% 616
2024
Q3 		$1.72M Buy
9,100
+3,260
+56% +$601K 0.02% 447
2024
Q2 		$1.08M Buy
+5,840
New +$1.05M 0.02% 416

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's LSTR Position: Q2 2025 in Review

Congress Wealth Management increased its Landstar System (LSTR) stake by 180% in Q2 2025, buying an estimated $814K and bringing the position to 9,133 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #653.

Congress Wealth Management first reported a position in LSTR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2024. 434 funds tracked by Wall St. Rank hold LSTR as of Q2 2025.

  • Congress Wealth Management held 9,133 shares of Landstar System worth $1.27M as of Q2 2025.
  • Congress Wealth Management bought 5,872 Landstar System shares in Q2 2025, an estimated $814K.
  • Landstar System made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #653 holding.
  • Congress Wealth Management first reported a position in Landstar System in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Landstar System position peaked at $1.72M in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Landstar System as of Q2 2025.

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