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Venturi Wealth Management’s Landstar System LSTR Stock Holding History

Venturi 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
2025
Q1 		– Sell
-137
Closed -$23.5K – 1304
2024
Q4 		$23.5K Sell
137
-13
-9% -$2.38K ﹤0.01% 1223
2024
Q3 		$28.3K Sell
150
-358
-70% -$66K ﹤0.01% 933
2024
Q2 		$93.7K Buy
508
+466
+1,110% +$84K 0.01% 517
2024
Q1 		$8.1K Sell
42
-72
-63% -$13.7K ﹤0.01% 976
2023
Q4 		$22.1K Buy
114
+11
+11% +$1.95K ﹤0.01% 675
2023
Q3 		$18.2K Buy
+103
New +$19.8K ﹤0.01% 650

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Venturi Wealth Management's LSTR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Landstar System (LSTR) in Q1 2025, closing a stake of 137 shares — an estimated $23.5K sold.

Venturi Wealth Management first reported a position in LSTR in Q3 2023 and held it in 6 quarters. The position peaked at $93.7K in Q2 2024. 439 funds tracked by Wall St. Rank hold LSTR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Landstar System position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 137 Landstar System shares in Q1 2025, an estimated $23.5K.
  • Venturi Wealth Management first reported a position in Landstar System in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Landstar System position peaked at $93.7K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held Landstar System as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.