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Ballentine Partners’s Expeditors International EXPD Stock Holding History

Ballentine Partners’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 		$295K Buy
1,808
+98
+6% +$15.2K ﹤0.01% 803
2026
Q1 		$245K Buy
1,710
+10
+0.6% +$1.52K ﹤0.01% 837
2025
Q4 		$253K Sell
1,700
-20
-1% -$2.72K ﹤0.01% 806
2025
Q3 		$211K Buy
+1,720
New +$205K ﹤0.01% 886
2025
Q2 		– Sell
-2,406
Closed -$289K – 1018
2025
Q1 		$289K Buy
2,406
+509
+27% +$58.6K 0.01% 641
2024
Q4 		$210K Buy
1,897
+208
+12% +$24.8K ﹤0.01% 767
2024
Q3 		$222K Sell
1,689
-210
-11% -$25.7K ﹤0.01% 714
2024
Q2 		$237K Buy
+1,899
New +$226K ﹤0.01% 633
2024
Q1 		– Sell
-1,628
Closed -$207K – 747
2023
Q4 		$207K Buy
+1,628
New +$192K ﹤0.01% 613
2022
Q2 		– Sell
-2,753
Closed -$285K – 454
2022
Q1 		$285K Buy
2,753
+186
+7% +$20.5K 0.01% 360
2021
Q4 		$345K Buy
2,567
+367
+17% +$46K 0.01% 340
2021
Q3 		$262K Buy
2,200
+3
+0.1% +$376 0.01% 344
2021
Q2 		$278K Buy
2,197
+26
+1% +$3.07K 0.01% 334
2021
Q1 		$234K Sell
2,171
-1,229
-36% -$118K 0.01% 347
2020
Q4 		$324K Sell
3,400
-389
-10% -$35.4K 0.01% 271
2020
Q3 		$342K Sell
3,789
-977
-20% -$83.2K 0.02% 266
2020
Q2 		$362K Buy
4,766
+22
+0.5% +$1.61K 0.02% 237
2020
Q1 		$316K Buy
4,744
+203
+4% +$14.5K 0.02% 240
2019
Q4 		$355K Buy
4,541
+18
+0.4% +$1.35K 0.02% 275
2019
Q3 		$336K Buy
4,523
+400
+10% +$29.3K 0.02% 272
2019
Q2 		$313K Buy
4,123
+808
+24% +$61K 0.02% 283
2019
Q1 		$252K Buy
3,315
+20
+0.6% +$1.44K 0.01% 275
2018
Q4 		$224K Sell
3,295
-24
-0.7% -$1.69K 0.01% 285
2018
Q3 		$245K Hold
3,319
– – 0.01% 295
2018
Q2 		$243K Sell
3,319
-802
-19% -$56K 0.01% 285
2018
Q1 		$262K Buy
+4,121
New +$265K 0.01% 274

Other funds holding EXPD

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Ballentine Partners's EXPD Position: Q2 2026 in Review

Ballentine Partners increased its Expeditors International (EXPD) stake by 5.7% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,808 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Ballentine Partners first reported a position in EXPD in Q1 2018 and has held it in 26 quarters since. The position peaked at $362K in Q2 2020. 118 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Ballentine Partners held 1,808 shares of Expeditors International worth $295K as of Q2 2026.
  • Ballentine Partners bought 98 Expeditors International shares in Q2 2026, an estimated $15.2K.
  • Expeditors International made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #803 holding.
  • Ballentine Partners first reported a position in Expeditors International in Q1 2018 and has held it in 26 quarters since.
  • Ballentine Partners's Expeditors International position peaked at $362K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.