CFFP
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Center for Financial Planning’s Expeditors International EXPD Stock Holding History

Center for Financial Planning’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
-17
Closed -$2.04K – 670
2025
Q1 		$2.04K Hold
17
– – ﹤0.01% 580
2024
Q4 		$1.88K Hold
17
– – ﹤0.01% 542
2024
Q3 		$2.23K Hold
17
– – ﹤0.01% 493
2024
Q2 		$2.12K Hold
17
– – ﹤0.01% 498
2024
Q1 		$2.07K Buy
+17
New +$2.1K ﹤0.01% 519

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 $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's EXPD Position: Q2 2025 in Review

Center for Financial Planning sold out of Expeditors International (EXPD) in Q2 2025, closing a stake of 17 shares — an estimated $2.04K sold.

Center for Financial Planning first reported a position in EXPD in Q1 2024 and held it in 5 quarters. The position peaked at $2.23K in Q3 2024. 805 funds tracked by Wall St. Rank hold EXPD as of Q2 2025.

  • Center for Financial Planning reported no remaining Expeditors International position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 17 Expeditors International shares in Q2 2025, an estimated $2.04K.
  • Center for Financial Planning first reported a position in Expeditors International in Q1 2024 and held it in 5 quarters.
  • Center for Financial Planning's Expeditors International position peaked at $2.23K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Expeditors International as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.