Capstone Investment Advisors
EXPD icon

Capstone Investment Advisors’s Expeditors International EXPD Stock Holding History

Capstone Investment Advisors’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
2025
Q1 		– Sell
-2,500
Closed -$277K – 1519
2024
Q4 		$277K Buy
2,500
+1,900
+317% +$227K ﹤0.01% 1504
2024
Q3 		$78.8K Sell
600
-1,000
-63% -$122K ﹤0.01% 1744
2024
Q2 		$200K Hold
1,600
– – ﹤0.01% 1769
2024
Q1 		$195K Sell
1,600
-2,100
-57% -$260K ﹤0.01% 2022
2023
Q4 		$471K Buy
+3,700
New +$436K ﹤0.01% 1371
2023
Q3 		– Sell
-6,600
Closed -$799K – 2154
2023
Q2 		$799K Hold
6,600
– – ﹤0.01% 950
2023
Q1 		$727K Buy
+6,600
New +$717K ﹤0.01% 890
2022
Q2 		– Sell
-9,300
Closed -$959K – 1923
2022
Q1 		$959K Buy
9,300
+3,800
+69% +$419K ﹤0.01% 1341
2021
Q4 		$739K Sell
5,500
-23,100
-81% -$2.89M ﹤0.01% 1383
2021
Q3 		$3.41M Sell
28,600
-4,500
-14% -$563K 0.01% 994
2021
Q2 		$4.19M Sell
33,100
-20,600
-38% -$2.43M 0.01% 768
2021
Q1 		$5.78M Buy
53,700
+8,200
+18% +$789K 0.02% 607
2020
Q4 		$4.33M Buy
45,500
+11,800
+35% +$1.07M 0.01% 642
2020
Q3 		$3.05M Buy
33,700
+18,100
+116% +$1.54M 0.02% 672
2020
Q2 		$1.19M Buy
+15,600
New +$1.14M 0.01% 867

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Investment Advisors's EXPD Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Expeditors International (EXPD) stake by 96% in Q2 2026, selling an estimated $16.4M and leaving 4,844 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Capstone Investment Advisors first reported a position in EXPD in Q3 2015 and has held it in 15 quarters since. The position peaked at $15.9M in Q1 2026. 959 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Capstone Investment Advisors held 4,844 shares of Expeditors International worth $789K as of Q2 2026.
  • Capstone Investment Advisors sold 106,307 Expeditors International shares in Q2 2026, an estimated $16.4M.
  • Expeditors International made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1046 holding.
  • Capstone Investment Advisors first reported a position in Expeditors International in Q3 2015 and has held it in 15 quarters since.
  • Capstone Investment Advisors's Expeditors International position peaked at $15.9M in Q1 2026.
  • 959 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.