Dougherty Wealth Advisers’s Landstar System LSTR Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-321	Closed	-$46.2K	–	115
2025 Q4	$46.2K	Hold	321	–	–	0.03%	89
2025 Q3	$39.4K	Hold	321	–	–	0.03%	89
2025 Q2	$44.7K	Hold	321	–	–	0.03%	85
2025 Q1	$48.3K	Hold	321	–	–	0.04%	82
2024 Q4	$55.2K	Hold	321	–	–	0.04%	79
2024 Q3	$60.7K	Hold	321	–	–	0.05%	72
2024 Q2	$59.3K	Hold	321	–	–	0.05%	70
2024 Q1	$62K	Hold	321	–	–	0.05%	71
2023 Q4	$62.2K	Hold	321	–	–	0.06%	75
2023 Q3	$56.9K	Hold	321	–	–	0.07%	72
2023 Q2	$61.9K	Hold	321	–	–	0.08%	73
2023 Q1	$57.6K	Hold	321	–	–	0.09%	76
2022 Q4	$52.4K	Hold	321	–	–	0.09%	84
2022 Q3	$46K	Hold	321	–	–	0.09%	80
2022 Q2	$47K	Hold	321	–	–	0.09%	83
2022 Q1	$48K	Hold	321	–	–	0.07%	90
2021 Q4	$58K	Hold	321	–	–	0.08%	92
2021 Q3	$51K	Hold	321	–	–	0.08%	94
2021 Q2	$51K	Hold	321	–	–	0.08%	96
2021 Q1	$53K	Hold	321	–	–	0.08%	95
2020 Q4	$43K	Hold	321	–	–	0.07%	110
2020 Q3	$40K	Hold	321	–	–	0.14%	111
2020 Q2	$36K	Hold	321	–	–	0.13%	115
2020 Q1	$31K	Hold	321	–	–	0.12%	117
2019 Q4	$37K	Hold	321	–	–	0.11%	129
2019 Q3	$36K	Hold	321	–	–	0.12%	129
2019 Q2	$35K	Hold	321	–	–	0.1%	150
2019 Q1	$35K	Hold	321	–	–	0.12%	129
2018 Q4	$33K	Buy	+321	New	+$33.1K	0.11%	136

Other funds holding LSTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Dougherty Wealth Advisers's LSTR Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Landstar System (LSTR) in Q1 2026, closing a stake of 321 shares — an estimated $46.2K sold.

Dougherty Wealth Advisers first reported a position in LSTR in Q4 2018 and held it in 29 quarters. The position peaked at $62.2K in Q4 2023. 478 funds tracked by Wall St. Rank hold LSTR as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Landstar System position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 321 Landstar System shares in Q1 2026, an estimated $46.2K.
Dougherty Wealth Advisers first reported a position in Landstar System in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Landstar System position peaked at $62.2K in Q4 2023.
478 funds tracked by Wall St. Rank held Landstar System as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.