Advisors Capital Management’s Expeditors International EXPD Stock Holding History

Advisors Capital Management’s Portfolio EXPD Stock Details EXPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$287K	Buy	2,001 +163	+9%	+$24.8K	﹤0.01%	491
2025 Q4	$274K	Buy	1,838 +11	+0.6%	+$1.5K	﹤0.01%	508
2025 Q3	$224K	Sell	1,827 -9	-0.5%	-$1.07K	﹤0.01%	512
2025 Q2	$210K	Sell	1,836 -14	-0.8%	-$1.57K	﹤0.01%	502
2025 Q1	$223K	Sell	1,850 -2,029	-52%	-$234K	﹤0.01%	481
2024 Q4	$430K	Sell	3,879 -395	-9%	-$47.1K	0.01%	395
2024 Q3	$562K	Buy	4,274 +1,976	+86%	+$242K	0.01%	348
2024 Q2	$287K	Buy	2,298 +59	+3%	+$7.03K	0.01%	424
2024 Q1	$272K	Buy	+2,239	New	+$277K	0.01%	429

Other funds holding EXPD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return