Corient Private Wealth

Corient Private Wealth’s Landstar System LSTR Stock Holding History

Corient Private Wealth’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 Q1	$48.8M	Sell	304,414 -806,999	-73%	-$124M	0.07%	241
2025 Q4	$159M	Buy	1,111,413 +739,451	+199%	+$98.5M	0.11%	184
2025 Q3	$45.6M	Buy	371,962 +11,524	+3%	+$1.53M	0.07%	245
2025 Q2	$50.1M	Buy	360,438 +68,659	+24%	+$9.52M	0.07%	229
2025 Q1	$43.8M	Sell	291,779 -2,120	-0.7%	-$342K	0.07%	240
2024 Q4	$50.5M	Buy	293,899 +271,417	+1,207%	+$49.6M	0.08%	224
2024 Q3	$4.25M	Sell	22,482 -3,224	-13%	-$595K	0.01%	799
2024 Q2	$4.74M	Sell	25,706 -2,852	-10%	-$514K	0.01%	722
2024 Q1	$5.5M	Buy	28,558 +139	+0.5%	+$26.4K	0.01%	688
2023 Q4	$5.5M	Sell	28,419 -12,579	-31%	-$2.23M	0.01%	675
2023 Q3	$7.25M	Buy	40,998 +7,833	+24%	+$1.5M	0.02%	553
2023 Q2	$6.39M	Buy	33,165 +29,000	+696%	+$5.24M	0.01%	566
2023 Q1	$747K	Buy	4,165 +2,360	+131%	+$415K	﹤0.01%	1208
2022 Q4	$294K	Buy	+1,805	New	+$290K	﹤0.01%	1339

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return