Bogart Wealth LLC’s Expeditors International EXPD Stock Holding History

Bogart Wealth LLC’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	$14.8K	Buy	91 +12	+15%	+$1.86K	﹤0.01%	885
2026 Q1	$11.3K	Sell	79 -3	-4%	-$456	﹤0.01%	879
2025 Q4	$12.2K	Buy	82 +5	+6%	+$680	﹤0.01%	821
2025 Q3	$9.44K	Buy	77 +4	+5%	+$476	﹤0.01%	838
2025 Q2	$8.34K	Buy	73 +37	+103%	+$4.14K	﹤0.01%	830
2025 Q1	$4.33K	Hold	36	–	–	﹤0.01%	927
2024 Q4	$3.99K	Hold	36	–	–	﹤0.01%	938
2024 Q3	$4.73K	Hold	36	–	–	﹤0.01%	845
2024 Q2	$4.49K	Hold	36	–	–	﹤0.01%	814
2024 Q1	$4.38K	Hold	36	–	–	﹤0.01%	790
2023 Q4	$4.58K	Hold	36	–	–	﹤0.01%	765
2023 Q3	$4.13K	Hold	36	–	–	﹤0.01%	767
2023 Q2	$4.36K	Hold	36	–	–	﹤0.01%	742
2023 Q1	$3.96K	Buy	+36	New	+$3.91K	﹤0.01%	766
2022 Q4	–	Hold	0	–	–	–	1000

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's EXPD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Expeditors International (EXPD) stake by 15% in Q2 2026, buying an estimated $1.86K and bringing the position to 91 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Bogart Wealth LLC first reported a position in EXPD in Q1 2023 and has held it in 14 quarters since. 949 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Bogart Wealth LLC held 91 shares of Expeditors International worth $14.8K as of Q2 2026.
Bogart Wealth LLC bought 12 Expeditors International shares in Q2 2026, an estimated $1.86K.
Expeditors International made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #885 holding.
Bogart Wealth LLC first reported a position in Expeditors International in Q1 2023 and has held it in 14 quarters since.
949 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.