Burton Enright Welch’s Expeditors International EXPD Stock Holding History

Burton Enright Welch’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	$686K	Buy	4,211 +3	+0.1%	+$464	0.08%	78
2026 Q1	$603K	Sell	4,208 -100	-2%	-$15.2K	0.08%	81
2025 Q4	$642K	Sell	4,308 -5	-0.1%	-$680	0.09%	76
2025 Q3	$529K	Buy	4,313 +9	+0.2%	+$1.07K	0.08%	81
2025 Q2	$492K	Hold	4,304	–	–	0.09%	78
2025 Q1	$518K	Sell	4,304 -100	-2%	-$11.5K	0.11%	67
2024 Q4	$488K	Hold	4,404	–	–	0.1%	67
2024 Q3	$579K	Hold	4,404	–	–	0.12%	58
2024 Q2	$550K	Hold	4,404	–	–	0.13%	57
2024 Q1	$535K	Sell	4,404 -1	-0%	-$124	0.13%	59
2023 Q4	$560K	Hold	4,405	–	–	0.15%	53
2023 Q3	$505K	Hold	4,405	–	–	0.16%	47
2023 Q2	$534K	Hold	4,405	–	–	0.17%	44
2023 Q1	$485K	Sell	4,405 -83	-2%	-$9.01K	0.18%	43
2022 Q4	$466K	Sell	4,488 -278	-6%	-$28.7K	0.19%	41
2022 Q3	$421K	Buy	4,766 +63	+1%	+$6.31K	0.21%	43
2022 Q2	$458K	Buy	4,703 +1	+0%	+$102	0.28%	41
2022 Q1	$485K	Sell	4,702 -1	-0%	-$110	0.27%	41
2021 Q4	$632K	Buy	+4,703	New	+$589K	0.42%	32

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

Burton Enright Welch's EXPD Position: Q2 2026 in Review

Burton Enright Welch increased its Expeditors International (EXPD) stake by 0.07% in Q2 2026, buying an estimated $464 and bringing the position to 4,211 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #78.

Burton Enright Welch first reported a position in EXPD in Q4 2021 and has held it in 19 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Burton Enright Welch held 4,211 shares of Expeditors International worth $686K as of Q2 2026.
Burton Enright Welch bought 3 Expeditors International shares in Q2 2026, an estimated $464.
Expeditors International made up 0.08% of Burton Enright Welch's portfolio in Q2 2026, its #78 holding.
Burton Enright Welch first reported a position in Expeditors International in Q4 2021 and has held it in 19 quarters since.
953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.