Castleview Partners
EXPD icon

Castleview Partners’s Expeditors International EXPD Stock Holding History

Castleview Partners’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
Q3 		$494K Sell
2,676
-420
-14% -$76.4K 0.22% 117
2026
Q2 		$505K Buy
3,096
+123
+4% +$19K 0.22% 115
2026
Q1 		$426K Sell
2,973
-187
-6% -$28.4K 0.22% 109
2025
Q4 		$471K Buy
3,160
+215
+7% +$29.3K 0.23% 97
2025
Q3 		$361K Sell
2,945
-276
-9% -$32.8K 0.2% 103
2025
Q2 		$368K Sell
3,221
-22
-0.7% -$2.46K 0.24% 104
2025
Q1 		$390K Sell
3,243
-290
-8% -$33.4K 0.26% 98
2024
Q4 		$389K Sell
3,533
-51
-1% -$6.08K 0.21% 115
2024
Q3 		$471K Buy
3,584
+134
+4% +$16.4K 0.27% 88
2024
Q2 		$431K Buy
3,450
+207
+6% +$24.7K 0.24% 95
2024
Q1 		$394K Buy
3,243
+167
+5% +$20.6K 0.22% 108
2023
Q4 		$391K Buy
3,076
+30
+1% +$3.54K 0.27% 84
2023
Q3 		$349K Buy
3,046
+184
+6% +$21.9K 0.32% 70
2023
Q2 		$347K Buy
2,862
+256
+10% +$29.1K 0.31% 71
2023
Q1 		$287K Sell
2,606
-8
-0.3% -$869 0.25% 94
2022
Q4 		$272K Buy
2,614
+155
+6% +$16K 0.26% 91
2022
Q3 		$217K Buy
2,459
+2,404
+4,371% +$241K 0.21% 100
2022
Q2 		$1.61K Sell
55
-3,375
-98% -$346K ﹤0.01% 649
2022
Q1 		$353K Buy
+3,430
New +$378K 0.22% 99
2021
Q2 		$698K Buy
+5,517
New +$651K 0.31% 63

Other funds holding EXPD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Castleview Partners's EXPD Position: Q3 2026 in Review

Castleview Partners reduced its Expeditors International (EXPD) stake by 14% in Q3 2026, selling an estimated $76.4K and leaving 2,676 shares worth $494K. The position accounts for 0.22% of the portfolio, ranked #117.

Castleview Partners first reported a position in EXPD in Q2 2021 and has held it in 20 quarters since. The position peaked at $698K in Q2 2021. 172 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Castleview Partners held 2,676 shares of Expeditors International worth $494K as of Q3 2026.
  • Castleview Partners sold 420 Expeditors International shares in Q3 2026, an estimated $76.4K.
  • Expeditors International made up 0.22% of Castleview Partners's portfolio in Q3 2026, its #117 holding.
  • Castleview Partners first reported a position in Expeditors International in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Expeditors International position peaked at $698K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.