Curated Wealth Partners’s Landstar System LSTR Stock Holding History

Curated Wealth Partners’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	–	Sell	-4,482	Closed	-$719K	–	873
2026 Q1	$719K	Hold	4,482	–	–	0.09%	92
2025 Q4	$644K	Buy	4,482 +1,021	+30%	+$136K	0.07%	99
2025 Q3	$424K	Hold	3,461	–	–	0.05%	105
2025 Q2	$481K	Hold	3,461	–	–	0.06%	97
2025 Q1	$520K	Buy	3,461 +395	+13%	+$63.7K	0.07%	87
2024 Q4	$527K	Buy	3,066 +635	+26%	+$116K	0.06%	83
2024 Q3	$459K	Hold	2,431	–	–	0.06%	86
2024 Q2	$448K	Buy	+2,431	New	+$438K	0.06%	84
2024 Q1	–	Sell	-3,247	Closed	-$617K	–	224
2023 Q4	$629K	Sell	3,247 -6	-0.2%	-$1.06K	0.1%	75
2023 Q3	$576K	Hold	3,253	–	–	0.1%	69
2023 Q2	$626K	Sell	3,253 -14	-0.4%	-$2.53K	0.12%	62
2023 Q1	$586K	Buy	3,267 +14	+0.4%	+$2.46K	0.13%	60
2022 Q4	$530K	Sell	3,253 -19	-0.6%	-$3.05K	0.13%	61
2022 Q3	$472K	Sell	3,272 -62	-2%	-$9.24K	0.14%	62
2022 Q2	$485K	Buy	+3,334	New	+$497K	0.14%	65
2021 Q4	–	Sell	-3,442	Closed	-$543K	–	148
2021 Q3	$543K	Hold	3,442	–	–	0.3%	69
2021 Q2	$544K	Buy	+3,442	New	+$578K	0.3%	66

Other funds holding LSTR

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return