Integrated Wealth Concepts’s Landstar System LSTR Stock Holding History

Integrated Wealth Concepts’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	$876K	Buy	+5,466	New	+$839K	0.01%	1196
2025 Q3	–	Sell	-4,403	Closed	-$612K	–	2049
2025 Q2	$612K	Buy	4,403 +636	+17%	+$88.2K	0.01%	1158
2025 Q1	$566K	Buy	3,767 +336	+10%	+$54.1K	0.01%	1087
2024 Q4	$590K	Buy	3,431 +186	+6%	+$34K	0.01%	1055
2024 Q3	$613K	Sell	3,245 -294	-8%	-$54.2K	0.01%	999
2024 Q2	$653K	Buy	3,539 +24	+0.7%	+$4.33K	0.01%	939
2024 Q1	$678K	Buy	3,515 +3	+0.1%	+$570	0.01%	921
2023 Q4	$680K	Buy	3,512 +18	+0.5%	+$3.19K	0.01%	876
2023 Q3	$618K	Sell	3,494 -51	-1%	-$9.79K	0.01%	887
2023 Q2	$683K	Buy	3,545 +2,058	+138%	+$372K	0.01%	843
2023 Q1	$267K	Buy	+1,487	New	+$261K	0.01%	1107

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

Integrated Wealth Concepts's LSTR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Landstar System (LSTR) in Q1 2026: 5,466 shares worth $876K. The stake represents 0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LSTR as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in LSTR in Q1 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold LSTR as of Q1 2026.

Integrated Wealth Concepts held 5,466 shares of Landstar System worth $876K as of Q1 2026.
Landstar System was a new Integrated Wealth Concepts position in Q1 2026.
Landstar System made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1196 holding.
Integrated Wealth Concepts first reported a position in Landstar System in Q1 2023 and has held it in 11 quarters since.
478 funds tracked by Wall St. Rank held Landstar System as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.