Personal CFO Solutions’s Landstar System LSTR Stock Holding History

Personal CFO Solutions’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	$263K	Sell	1,642 -32	-2%	-$4.91K	0.04%	424
2025 Q4	$241K	Sell	1,674 -213	-11%	-$28.4K	0.04%	443
2025 Q3	$231K	Sell	1,887 -59	-3%	-$7.83K	0.04%	448
2025 Q2	$271K	Buy	1,946 +449	+30%	+$62.3K	0.05%	362
2025 Q1	$225K	Sell	1,497 -120	-7%	-$19.3K	0.05%	396
2024 Q4	$278K	Sell	1,617 -40	-2%	-$7.31K	0.05%	351
2024 Q3	$313K	Sell	1,657 -45	-3%	-$8.3K	0.04%	409
2024 Q2	$314K	Buy	1,702 +276	+19%	+$49.8K	0.05%	364
2024 Q1	$275K	Sell	1,426 -7	-0.5%	-$1.33K	0.04%	422
2023 Q4	$278K	Buy	1,433 +26	+2%	+$4.6K	0.05%	393
2023 Q3	$249K	Sell	1,407 -467	-25%	-$89.7K	0.05%	374
2023 Q2	$361K	Buy	1,874 +31	+2%	+$5.6K	0.07%	284
2023 Q1	$330K	Buy	1,843 +72	+4%	+$12.7K	0.07%	281
2022 Q4	$289K	Buy	1,771 +98	+6%	+$15.7K	0.06%	307
2022 Q3	$242K	Sell	1,673 -6	-0.4%	-$894	0.06%	306
2022 Q2	$244K	Sell	1,679 -239	-12%	-$35.6K	0.06%	323
2022 Q1	$289K	Buy	1,918 +77	+4%	+$12.2K	0.06%	341
2021 Q4	$330K	Sell	1,841 -7	-0.4%	-$1.2K	0.06%	297
2021 Q3	$292K	Buy	1,848 +501	+37%	+$80K	0.06%	294
2021 Q2	$213K	Buy	1,347 +14	+1%	+$2.35K	0.04%	398
2021 Q1	$220K	Buy	+1,333	New	+$207K	0.05%	362

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