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Berger Financial Group’s Expeditors International EXPD Stock Holding History

Berger Financial Group’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 		$6.56M Sell
40,266
-1,112
-3% -$172K 0.34% 63
2026
Q1 		$5.93M Sell
41,378
-9,464
-19% -$1.44M 0.33% 71
2025
Q4 		$7.58M Sell
50,842
-20
-0% -$2.72K 0.44% 49
2025
Q3 		$6.24M Buy
50,862
+210
+0.4% +$25K 0.37% 62
2025
Q2 		$5.79M Buy
50,652
+404
+0.8% +$45.2K 0.37% 65
2025
Q1 		$6.04M Buy
50,248
+9,442
+23% +$1.09M 0.42% 57
2024
Q4 		$4.52M Buy
40,806
+864
+2% +$103K 0.31% 83
2024
Q3 		$5.25M Buy
39,942
+162
+0.4% +$19.8K 0.38% 65
2024
Q2 		$4.96M Buy
39,780
+315
+0.8% +$37.5K 0.4% 63
2024
Q1 		$4.8M Sell
39,465
-2,210
-5% -$273K 0.4% 74
2023
Q4 		$5.3M Sell
41,675
-778
-2% -$91.8K 0.55% 45
2023
Q3 		$4.87M Buy
42,453
+199
+0.5% +$23.7K 0.56% 51
2023
Q2 		$5.12M Sell
42,254
-1,674
-4% -$190K 0.58% 39
2023
Q1 		$4.84M Buy
+43,928
New +$4.77M 0.58% 44
2022
Q1 		– Sell
-43,451
Closed -$5.83M – 275
2021
Q4 		$5.83M Buy
43,451
+941
+2% +$118K 0.77% 35
2021
Q3 		$5.06M Sell
42,510
-588
-1% -$73.6K 0.91% 32
2021
Q2 		$5.46M Buy
43,098
+47
+0.1% +$5.55K 0.99% 25
2021
Q1 		$4.64M Buy
+43,051
New +$4.14M 1.01% 27

Other funds holding EXPD

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Berger Financial Group's EXPD Position: Q2 2026 in Review

Berger Financial Group reduced its Expeditors International (EXPD) stake by 2.7% in Q2 2026, selling an estimated $172K and leaving 40,266 shares worth $6.56M. The position accounts for 0.34% of the portfolio, ranked #63.

Berger Financial Group first reported a position in EXPD in Q1 2021 and has held it in 18 quarters since. The position peaked at $7.58M in Q4 2025. 565 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Berger Financial Group held 40,266 shares of Expeditors International worth $6.56M as of Q2 2026.
  • Berger Financial Group sold 1,112 Expeditors International shares in Q2 2026, an estimated $172K.
  • Expeditors International made up 0.34% of Berger Financial Group's portfolio in Q2 2026, its #63 holding.
  • Berger Financial Group first reported a position in Expeditors International in Q1 2021 and has held it in 18 quarters since.
  • Berger Financial Group's Expeditors International position peaked at $7.58M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.