AWE
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Avidian Wealth Enterprises’s Expeditors International EXPD Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$206K Buy
+1,117
New +$203K 0.01% 716
2021
Q1 		– Sell
-3,066
Closed -$292K – 379
2020
Q4 		$292K Buy
+3,066
New +$279K 0.03% 260

Other funds holding EXPD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
OAM
Oak Asset Management Westlake Village, California $317M AUM 22.64% 1-Year Est. Return

Avidian Wealth Enterprises's EXPD Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Expeditors International (EXPD) in Q3 2026: 1,117 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in EXPD as recently as Q4 2020.

Avidian Wealth Enterprises first reported a position in EXPD in Q4 2020 and has held it in 2 quarters since. The position peaked at $292K in Q4 2020. 63 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Avidian Wealth Enterprises held 1,117 shares of Expeditors International worth $206K as of Q3 2026.
  • Expeditors International was a new Avidian Wealth Enterprises position in Q3 2026.
  • Expeditors International made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #716 holding.
  • Avidian Wealth Enterprises first reported a position in Expeditors International in Q4 2020 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Expeditors International position peaked at $292K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.