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Baker Tilly Wealth Management’s Expeditors International EXPD Stock Holding History

Baker Tilly Wealth 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
Q2 		$631K Sell
3,872
-123
-3% -$19K 0.13% 149
2026
Q1 		$572K Buy
3,995
+20
+0.5% +$3.04K 0.14% 145
2025
Q4 		$592K Buy
3,975
+17
+0.4% +$2.31K 0.15% 142
2025
Q3 		$485K Sell
3,958
-70
-2% -$8.32K 0.11% 155
2025
Q2 		$460K Sell
4,028
-251
-6% -$28.1K 0.16% 132
2025
Q1 		$515K Buy
4,279
+637
+17% +$73.3K 0.2% 113
2024
Q4 		$403K Sell
3,642
-97
-3% -$11.6K 0.16% 146
2024
Q3 		$491K Buy
3,739
+695
+23% +$85.1K 0.22% 118
2024
Q2 		$380K Sell
3,044
-1,594
-34% -$190K 0.16% 161
2024
Q1 		$564K Buy
4,638
+85
+2% +$10.5K 0.1% 225
2023
Q4 		$579K Sell
4,553
-1,154
-20% -$136K 0.1% 245
2023
Q3 		$654K Sell
5,707
-11,749
-67% -$1.4M 0.11% 195
2023
Q2 		$2.11M Buy
17,456
+617
+4% +$70.2K 0.22% 95
2023
Q1 		$1.85M Buy
16,839
+1,120
+7% +$122K 0.21% 107
2022
Q4 		$1.63M Buy
15,719
+2,910
+23% +$300K 0.2% 119
2022
Q3 		$1.13M Sell
12,809
-389
-3% -$38.9K 0.15% 143
2022
Q2 		$1.29M Buy
13,198
+1,337
+11% +$137K 0.17% 132
2022
Q1 		$1.22M Sell
11,861
-560
-5% -$61.7K 0.14% 156
2021
Q4 		$1.67M Buy
12,421
+1,486
+14% +$186K 0.18% 117
2021
Q3 		$1.3M Buy
10,935
+785
+8% +$98.3K 0.17% 123
2021
Q2 		$1.28M Buy
10,150
+892
+10% +$105K 0.21% 105
2021
Q1 		$997K Buy
9,258
+6,503
+236% +$626K 0.2% 115
2020
Q4 		$262K Buy
+2,755
New +$251K 0.08% 267

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's EXPD Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Expeditors International (EXPD) stake by 3.1% in Q2 2026, selling an estimated $19K and leaving 3,872 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #149.

Baker Tilly Wealth Management first reported a position in EXPD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q2 2023. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Baker Tilly Wealth Management held 3,872 shares of Expeditors International worth $631K as of Q2 2026.
  • Baker Tilly Wealth Management sold 123 Expeditors International shares in Q2 2026, an estimated $19K.
  • Expeditors International made up 0.13% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Baker Tilly Wealth Management first reported a position in Expeditors International in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Expeditors International position peaked at $2.11M in Q2 2023.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.