True Wealth Design
LSTR icon

True Wealth Design’s Landstar System LSTR Stock Holding History

True Wealth Design’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 		$31.7K Sell
188
-25
-12% -$4.64K 0.01% 683
2026
Q2 		$44.1K Buy
213
+100
+88% +$19.1K 0.01% 539
2026
Q1 		$18.1K Buy
113
+79
+232% +$12.1K 0.01% 761
2025
Q4 		$4.89K Buy
34
+31
+1,033% +$4.13K ﹤0.01% 1093
2025
Q3 		$368 Sell
3
-2
-40% -$265 ﹤0.01% 2106
2025
Q2 		$696 Sell
5
-13
-72% -$1.8K ﹤0.01% 1606
2025
Q1 		$2.7K Buy
+18
New +$2.9K ﹤0.01% 903
2024
Q4 		– Sell
-19
Closed -$3.59K – 1453
2024
Q3 		$3.59K Sell
19
-4,699
-100% -$867K ﹤0.01% 646
2024
Q2 		$870K Buy
+4,718
New +$851K 0.22% 59
2023
Q3 		– Sell
-4,489
Closed -$864K – 797
2023
Q2 		$864K Sell
4,489
-38
-0.8% -$6.87K 0.32% 45
2023
Q1 		$812K Sell
4,527
-118
-3% -$20.7K 0.34% 55
2022
Q4 		$757K Buy
+4,645
New +$746K 0.35% 71

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's LSTR Position: Q3 2026 in Review

True Wealth Design reduced its Landstar System (LSTR) stake by 12% in Q3 2026, selling an estimated $4.64K and leaving 188 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #683.

True Wealth Design first reported a position in LSTR in Q4 2022 and has held it in 12 quarters since. The position peaked at $870K in Q2 2024. 71 funds tracked by Wall St. Rank hold LSTR as of Q3 2026.

  • True Wealth Design held 188 shares of Landstar System worth $31.7K as of Q3 2026.
  • True Wealth Design sold 25 Landstar System shares in Q3 2026, an estimated $4.64K.
  • Landstar System made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #683 holding.
  • True Wealth Design first reported a position in Landstar System in Q4 2022 and has held it in 12 quarters since.
  • True Wealth Design's Landstar System position peaked at $870K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held Landstar System as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.