Capital Advisors Ltd’s Expeditors International EXPD Stock Holding History

Capital Advisors Ltd’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	$0	Buy	+1	New	+$155	﹤0.01%	1433
2025 Q2	–	Sell	-185	Closed	-$22K	–	1422
2025 Q1	$22K	Buy	185 +173	+1,442%	+$19.9K	﹤0.01%	602
2024 Q4	$1K	Sell	12 -13	-52%	-$1.55K	﹤0.01%	1193
2024 Q3	$3K	Hold	25	–	–	﹤0.01%	995
2024 Q2	$3K	Buy	25 +13	+108%	+$1.55K	﹤0.01%	983
2024 Q1	$1K	Hold	12	–	–	﹤0.01%	1175
2023 Q4	$2K	Hold	12	–	–	﹤0.01%	1012
2023 Q3	$1K	Hold	12	–	–	﹤0.01%	1119
2023 Q2	$1K	Hold	12	–	–	﹤0.01%	1131
2023 Q1	$1K	Sell	12 -30	-71%	-$3.26K	﹤0.01%	1021
2022 Q4	$4K	Buy	42 +30	+250%	+$3.09K	﹤0.01%	709
2022 Q3	$1K	Sell	12 -7	-37%	-$701	﹤0.01%	1009
2022 Q2	$2K	Buy	+19	New	+$1.95K	﹤0.01%	662
2022 Q1	–	Sell	-4	Closed	-$1K	–	991
2021 Q4	$1K	Buy	+4	New	+$501	﹤0.01%	660

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

Capital Advisors Ltd's EXPD Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Expeditors International (EXPD) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in EXPD as recently as Q1 2025.

Capital Advisors Ltd first reported a position in EXPD in Q4 2021 and has held it in 14 quarters since. The position peaked at $22K in Q1 2025. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Capital Advisors Ltd held 1 share of Expeditors International worth $0 as of Q2 2026.
Expeditors International was a new Capital Advisors Ltd position in Q2 2026.
Expeditors International made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1433 holding.
Capital Advisors Ltd first reported a position in Expeditors International in Q4 2021 and has held it in 14 quarters since.
Capital Advisors Ltd's Expeditors International position peaked at $22K in Q1 2025.
953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.