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EP Wealth Advisors’s Landstar System LSTR Stock Holding History

EP Wealth Advisors’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 		$370K Buy
+1,791
New +$342K ﹤0.01% 1178
2025
Q2 		$226K Buy
+1,623
New +$225K ﹤0.01% 1182

Other funds holding LSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

EP Wealth Advisors's LSTR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Landstar System (LSTR) in Q2 2026: 1,791 shares worth $370K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in LSTR as recently as Q2 2025.

EP Wealth Advisors first reported a position in LSTR in Q2 2025 and has held it in 2 quarters since. 546 funds tracked by Wall St. Rank hold LSTR as of Q2 2026.

  • EP Wealth Advisors held 1,791 shares of Landstar System worth $370K as of Q2 2026.
  • Landstar System was a new EP Wealth Advisors position in Q2 2026.
  • Landstar System made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1178 holding.
  • EP Wealth Advisors first reported a position in Landstar System in Q2 2025 and has held it in 2 quarters since.
  • 546 funds tracked by Wall St. Rank held Landstar System as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.