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Roberts Wealth Advisors’s Landstar System LSTR Stock Holding History

Roberts Wealth Advisors’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
2025
Q2 		– Sell
-4,750
Closed -$713K – 97
2025
Q1 		$713K Buy
4,750
+134
+3% +$21.6K 0.22% 71
2024
Q4 		$818K Buy
4,616
+60
+1% +$11K 0.25% 66
2024
Q3 		$848K Buy
4,556
+167
+4% +$30.8K 0.27% 64
2024
Q2 		$760K Buy
+4,389
New +$791K 0.26% 65

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roberts Wealth Advisors's LSTR Position: Q2 2025 in Review

Roberts Wealth Advisors sold out of Landstar System (LSTR) in Q2 2025, closing a stake of 4,750 shares — an estimated $713K sold.

Roberts Wealth Advisors first reported a position in LSTR in Q2 2024 and held it in 4 quarters. The position peaked at $848K in Q3 2024. 433 funds tracked by Wall St. Rank hold LSTR as of Q2 2025.

  • Roberts Wealth Advisors reported no remaining Landstar System position as of Q2 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 4,750 Landstar System shares in Q2 2025, an estimated $713K.
  • Roberts Wealth Advisors first reported a position in Landstar System in Q2 2024 and held it in 4 quarters.
  • Roberts Wealth Advisors's Landstar System position peaked at $848K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Landstar System as of Q2 2025.

Based on Roberts Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.