Kestra Advisory Services’s Landstar System LSTR Stock Holding History

Kestra Advisory Services’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	-1,023	Closed	-$147K	–	3851
2025 Q4	$147K	Buy	+1,023	New	+$136K	﹤0.01%	3140
2024 Q4	–	Sell	-1,724	Closed	-$326K	–	2752
2024 Q3	$326K	Sell	1,724 -208	-11%	-$38.4K	﹤0.01%	2037
2024 Q2	$356K	Buy	1,932 +280	+17%	+$50.5K	﹤0.01%	2018
2024 Q1	$319K	Sell	1,652 -12	-0.7%	-$2.28K	﹤0.01%	1959
2023 Q4	$322K	Buy	1,664 +84	+5%	+$14.9K	﹤0.01%	1801
2023 Q3	$280K	Sell	1,580 -37	-2%	-$7.11K	﹤0.01%	1701
2023 Q2	$311K	Sell	1,617 -18	-1%	-$3.25K	﹤0.01%	1586
2023 Q1	$293K	Sell	1,635 -1,096	-40%	-$193K	﹤0.01%	1575
2022 Q4	$445K	Buy	2,731 +901	+49%	+$145K	﹤0.01%	1481
2022 Q3	$264K	Buy	1,830 +182	+11%	+$27.1K	﹤0.01%	1679
2022 Q2	$240K	Buy	+1,648	New	+$245K	﹤0.01%	1784
2022 Q1	–	Sell	-1,255	Closed	-$225K	–	2079
2021 Q4	$225K	Sell	1,255 -31	-2%	-$5.32K	﹤0.01%	1808
2021 Q3	$203K	Sell	1,286 -111	-8%	-$17.7K	﹤0.01%	1968
2021 Q2	$221K	Sell	1,397 -112	-7%	-$18.8K	﹤0.01%	1796
2021 Q1	$249K	Buy	+1,509	New	+$234K	﹤0.01%	1584

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

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

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

Victory Capital Management

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

Geode Capital Management

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