Perigon Wealth Management
LSTR icon

Perigon Wealth Management’s Landstar System LSTR Stock Holding History

Perigon Wealth Management’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 		– Sell
-3,088
Closed -$639K – 1526
2026
Q2 		$639K Buy
3,088
+160
+5% +$30.6K 0.01% 767
2026
Q1 		$469K Buy
2,928
+184
+7% +$28.2K 0.01% 827
2025
Q4 		$394K Buy
2,744
+209
+8% +$27.8K 0.01% 898
2025
Q3 		$311K Sell
2,535
-32
-1% -$4.25K 0.01% 936
2025
Q2 		$357K Buy
+2,567
New +$356K 0.01% 785

Other funds holding LSTR

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parthenon LLC
Parthenon LLC Louisville, Kentucky $967M AUM 23.48% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's LSTR Position: Q3 2026 in Review

Perigon Wealth Management sold out of Landstar System (LSTR) in Q3 2026, closing a stake of 3,088 shares — an estimated $639K sold.

Perigon Wealth Management first reported a position in LSTR in Q2 2025 and held it in 5 quarters. The position peaked at $639K in Q2 2026. 149 funds tracked by Wall St. Rank hold LSTR as of Q3 2026.

  • Perigon Wealth Management reported no remaining Landstar System position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 3,088 Landstar System shares in Q3 2026, an estimated $639K.
  • Perigon Wealth Management first reported a position in Landstar System in Q2 2025 and held it in 5 quarters.
  • Perigon Wealth Management's Landstar System position peaked at $639K in Q2 2026.
  • 149 funds tracked by Wall St. Rank held Landstar System as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.