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Carolinas Wealth Consulting’s Expeditors International EXPD Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-180
Closed -$21.6K – 300
2025
Q1 		$21.6K Buy
180
+16
+10% +$1.84K ﹤0.01% 449
2024
Q4 		$18.1K Sell
164
-8
-5% -$955 ﹤0.01% 482
2024
Q3 		$22.5K Buy
172
+8
+5% +$980 ﹤0.01% 467
2024
Q2 		$20.3K Buy
164
+6
+4% +$715 ﹤0.01% 477
2024
Q1 		$19.2K Hold
158
– – ﹤0.01% 488
2023
Q4 		$20.1K Buy
158
+11
+7% +$1.3K ﹤0.01% 440
2023
Q3 		$16K Sell
147
-5
-3% -$594 ﹤0.01% 459
2023
Q2 		$18.4K Hold
152
– – ﹤0.01% 493
2023
Q1 		$16.7K Hold
152
– – ﹤0.01% 524
2022
Q4 		$15.8K Hold
152
– – ﹤0.01% 540
2022
Q3 		$13K Buy
152
+5
+3% +$500 ﹤0.01% 516
2022
Q2 		$14K Hold
147
– – ﹤0.01% 519
2022
Q1 		$15K Hold
147
– – ﹤0.01% 535
2021
Q4 		$20K Buy
147
+65
+79% +$8.14K ﹤0.01% 487
2021
Q3 		$10K Hold
82
– – ﹤0.01% 576
2021
Q2 		$10K Hold
82
– – ﹤0.01% 606
2021
Q1 		$9K Buy
82
+1
+1% +$96 ﹤0.01% 628
2020
Q4 		$8K Buy
81
+77
+1,925% +$7.01K ﹤0.01% 598
2020
Q3 		$0 Buy
+4
New +$341 ﹤0.01% 949

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's EXPD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Expeditors International (EXPD) in Q2 2025, closing a stake of 180 shares — an estimated $21.6K sold.

Carolinas Wealth Consulting first reported a position in EXPD in Q3 2020 and held it in 19 quarters. The position peaked at $22.5K in Q3 2024. 805 funds tracked by Wall St. Rank hold EXPD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Expeditors International position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 180 Expeditors International shares in Q2 2025, an estimated $21.6K.
  • Carolinas Wealth Consulting first reported a position in Expeditors International in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Expeditors International position peaked at $22.5K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Expeditors International as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.