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Carolina Wealth Advisors’s Expeditors International EXPD Stock Holding History

Carolina Wealth 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
Q3 		– Sell
-29
Closed -$3.31K – 252
2025
Q2 		$3.31K Hold
29
– – ﹤0.01% 204
2025
Q1 		$3.49K Hold
29
– – ﹤0.01% 209
2024
Q4 		$3.21K Hold
29
– – ﹤0.01% 224
2024
Q3 		$3.81K Buy
+29
New +$3.55K ﹤0.01% 250

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolina Wealth Advisors's EXPD Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Expeditors International (EXPD) in Q3 2025, closing a stake of 29 shares — an estimated $3.31K sold.

Carolina Wealth Advisors first reported a position in EXPD in Q3 2024 and held it in 4 quarters. The position peaked at $3.81K in Q3 2024. 818 funds tracked by Wall St. Rank hold EXPD as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Expeditors International position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 29 Expeditors International shares in Q3 2025, an estimated $3.31K.
  • Carolina Wealth Advisors first reported a position in Expeditors International in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Expeditors International position peaked at $3.81K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Expeditors International as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.