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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
2025
Q2 		$226K Buy
+1,623
New +$225K ﹤0.01% 1182

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors's LSTR Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Landstar System (LSTR) in Q2 2025: 1,623 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings.

433 funds tracked by Wall St. Rank hold LSTR as of Q2 2025.

  • EP Wealth Advisors held 1,623 shares of Landstar System worth $226K as of Q2 2025.
  • Landstar System was a new EP Wealth Advisors position in Q2 2025.
  • Landstar System made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1182 holding.
  • 433 funds tracked by Wall St. Rank held Landstar System as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.