Next Level Wealth Planning’s Landstar System LSTR Stock Holding History

Next Level Wealth Planning’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 Q3	$121K	Buy	+715	New	+$133K	0.05%	98

Other funds holding LSTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Next Level Wealth Planning's LSTR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Landstar System (LSTR) in Q3 2026: 715 shares worth $121K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings.

232 funds tracked by Wall St. Rank hold LSTR as of Q3 2026.

Next Level Wealth Planning held 715 shares of Landstar System worth $121K as of Q3 2026.
Landstar System was a new Next Level Wealth Planning position in Q3 2026.
Landstar System made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #98 holding.
232 funds tracked by Wall St. Rank held Landstar System as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.