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Compass Wealth Management’s Expeditors International EXPD Stock Holding History

Compass Wealth Management’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
-145
Closed -$17.4K – 226
2025
Q1 		$17.4K Hold
145
– – ﹤0.01% 331
2024
Q4 		$16.1K Hold
145
– – ﹤0.01% 329
2024
Q3 		$19.1K Hold
145
– – ﹤0.01% 328
2024
Q2 		$18.1K Hold
145
– – ﹤0.01% 335
2024
Q1 		$17.6K Hold
145
– – ﹤0.01% 329
2023
Q4 		$18.4K Hold
145
– – 0.01% 320
2023
Q3 		$16.6K Hold
145
– – 0.01% 326
2023
Q2 		$17.6K Hold
145
– – 0.01% 334
2023
Q1 		$16K Hold
145
– – 0.01% 342
2022
Q4 		$15.1K Buy
+145
New +$14.9K ﹤0.01% 339

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

Compass Wealth Management's EXPD Position: Q2 2025 in Review

Compass Wealth Management sold out of Expeditors International (EXPD) in Q2 2025, closing a stake of 145 shares — an estimated $17.4K sold.

Compass Wealth Management first reported a position in EXPD in Q4 2022 and held it in 10 quarters. The position peaked at $19.1K in Q3 2024. 805 funds tracked by Wall St. Rank hold EXPD as of Q2 2025.

  • Compass Wealth Management reported no remaining Expeditors International position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 145 Expeditors International shares in Q2 2025, an estimated $17.4K.
  • Compass Wealth Management first reported a position in Expeditors International in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Expeditors International position peaked at $19.1K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Expeditors International as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.