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Atria Wealth Solutions’s Expeditors International EXPD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-4,376
Closed -$526K – 1593
2025
Q1 		$526K Buy
+4,376
New +$504K 0.01% 1173

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's EXPD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Expeditors International (EXPD) in Q2 2025, closing a stake of 4,376 shares — an estimated $526K sold.

Atria Wealth Solutions first reported a position in EXPD in Q1 2025 and held it in 1 quarter. The position peaked at $526K in Q1 2025. 805 funds tracked by Wall St. Rank hold EXPD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Expeditors International position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,376 Expeditors International shares in Q2 2025, an estimated $526K.
  • Atria Wealth Solutions first reported a position in Expeditors International in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Expeditors International position peaked at $526K in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Expeditors International as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.