CWM
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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 $5.7T 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
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