Caldwell Trust’s Expeditors International EXPD Stock Holding History

Caldwell Trust’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	$316K	Hold	1,940	–	–	0.03%	279
2026 Q1	$278K	Hold	1,940	–	–	0.02%	288
2025 Q4	$289K	Hold	1,940	–	–	0.03%	284
2025 Q3	$238K	Hold	1,940	–	–	0.02%	302
2025 Q2	$222K	Hold	1,940	–	–	0.02%	299
2025 Q1	$233K	Hold	1,940	–	–	0.03%	301
2024 Q4	$215K	Hold	1,940	–	–	0.02%	306
2024 Q3	$255K	Hold	1,940	–	–	0.03%	293
2024 Q2	$242K	Hold	1,940	–	–	0.03%	290
2024 Q1	$236K	Hold	1,940	–	–	0.03%	293
2023 Q4	$247K	Hold	1,940	–	–	0.03%	273
2023 Q3	$222K	Hold	1,940	–	–	0.03%	277
2023 Q2	$235K	Hold	1,940	–	–	0.03%	275
2023 Q1	$214K	Hold	1,940	–	–	0.03%	277
2022 Q4	$202K	Hold	1,940	–	–	0.03%	277
2022 Q3	$171K	Hold	1,940	–	–	0.03%	289
2022 Q2	$189K	Hold	1,940	–	–	0.03%	281
2022 Q1	$200K	Hold	1,940	–	–	0.02%	288
2021 Q4	$261K	Hold	1,940	–	–	0.03%	251
2021 Q3	$231K	Hold	1,940	–	–	0.03%	260
2021 Q2	$246K	Hold	1,940	–	–	0.03%	256
2021 Q1	$209K	Hold	1,940	–	–	0.03%	266
2020 Q4	$185K	Hold	1,940	–	–	0.03%	263
2020 Q3	$176K	Hold	1,940	–	–	0.03%	255
2020 Q2	$148K	Hold	1,940	–	–	0.02%	281
2020 Q1	$129K	Hold	1,940	–	–	0.02%	287
2019 Q4	$151K	Buy	+1,940	New	+$145K	0.02%	312

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

Caldwell Trust's EXPD Position: Q2 2026 in Review

Caldwell Trust held its Expeditors International (EXPD) position steady in Q2 2026 at 1,940 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #279.

Caldwell Trust first reported a position in EXPD in Q4 2019 and has held it in 27 quarters since. 957 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Caldwell Trust held 1,940 shares of Expeditors International worth $316K as of Q2 2026.
Caldwell Trust left its Expeditors International share count unchanged in Q2 2026.
Expeditors International made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #279 holding.
Caldwell Trust first reported a position in Expeditors International in Q4 2019 and has held it in 27 quarters since.
957 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.