Avion Wealth’s Expeditors International EXPD Stock Holding History

Avion Wealth’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	$5K	Sell	36 -4	-10%	-$608	﹤0.01%	661
2025 Q4	$5K	Buy	40 +3	+8%	+$408	﹤0.01%	653
2025 Q3	$4K	Buy	37 +12	+48%	+$1.43K	﹤0.01%	690
2025 Q2	$2K	Sell	25 -23	-48%	-$2.58K	﹤0.01%	803
2025 Q1	$5K	Hold	48	–	–	﹤0.01%	540
2024 Q4	$5K	Buy	48 +27	+129%	+$3.22K	﹤0.01%	538
2024 Q3	$2K	Hold	21	–	–	﹤0.01%	673
2024 Q2	$2K	Buy	21 +7	+50%	+$834	﹤0.01%	606
2024 Q1	$2K	Sell	14 -4	-22%	-$494	﹤0.01%	676
2023 Q4	$2K	Buy	18 +14	+350%	+$1.65K	﹤0.01%	559
2023 Q3	$0	Hold	4	–	–	﹤0.01%	921
2023 Q2	$0	Sell	4 -1	-20%	-$114	﹤0.01%	812
2023 Q1	$0	Buy	+5	New	+$543	﹤0.01%	602

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