NewEdge Wealth’s Landstar System LSTR Stock Holding History

NewEdge Wealth’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	$2.92M	Buy	18,184 +1,821	+11%	+$279K	0.03%	334
2025 Q4	$2.35M	Sell	16,363 -4,464	-21%	-$595K	0.03%	408
2025 Q3	$2.67M	Buy	20,827 +160	+0.8%	+$21.2K	0.04%	325
2025 Q2	$2.66M	Buy	20,667 +1,165	+6%	+$162K	0.04%	321
2025 Q1	$2.93M	Sell	19,502 -881	-4%	-$142K	0.05%	274
2024 Q4	$3.5M	Buy	20,383 +762	+4%	+$139K	0.06%	247
2024 Q3	$3.71M	Buy	19,621 +2,801	+17%	+$517K	0.07%	249
2024 Q2	$3.1M	Sell	16,820 -34	-0.2%	-$6.13K	0.07%	244
2024 Q1	$2.98M	Buy	16,854 +5	+0%	+$950	0.07%	249
2023 Q4	$3.26M	Sell	16,849 -278	-2%	-$49.2K	0.08%	204
2023 Q3	$3.03M	Sell	17,127 -199	-1%	-$38.2K	0.1%	181
2023 Q2	$3.34M	Sell	17,326 -76	-0.4%	-$13.7K	0.11%	173
2023 Q1	$3.12M	Sell	17,402 -1,694	-9%	-$298K	0.12%	162
2022 Q4	$3.11M	Buy	19,096 +220	+1%	+$35.3K	0.13%	144
2022 Q3	$2.73M	Buy	18,876 +340	+2%	+$50.6K	0.13%	154
2022 Q2	$2.69M	Buy	18,536 +5,725	+45%	+$853K	0.12%	154
2022 Q1	$1.93M	Buy	12,811 +155	+1%	+$24.6K	0.09%	156
2021 Q4	$2.27M	Sell	12,656 -3	-0%	-$514	0.1%	159
2021 Q3	$2M	Buy	12,659 +138	+1%	+$22K	0.12%	130
2021 Q2	$1.98M	Buy	+12,521	New	+$2.1M	0.15%	129

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