Concord Wealth Partners’s Expeditors International EXPD Stock Holding History

Concord Wealth 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 Q2	$4.89K	Buy	+30	New	+$4.64K	﹤0.01%	664
2026 Q1	–	Sell	-30	Closed	-$4.47K	–	383
2025 Q4	$4.47K	Hold	30	–	–	﹤0.01%	636
2025 Q3	$3.68K	Hold	30	–	–	﹤0.01%	660
2025 Q2	$3.43K	Buy	30 +5	+20%	+$560	﹤0.01%	678
2025 Q1	$3.01K	Hold	25	–	–	﹤0.01%	645
2024 Q4	$2.77K	Hold	25	–	–	﹤0.01%	682
2024 Q3	$3.29K	Hold	25	–	–	﹤0.01%	692
2024 Q2	$3.13K	Sell	25 -33	-57%	-$3.93K	﹤0.01%	627
2024 Q1	$7.06K	Sell	58 -865	-94%	-$107K	﹤0.01%	610
2023 Q4	$117K	Sell	923 -2,769	-75%	-$327K	0.02%	262
2023 Q3	$423K	Buy	3,692 +1,196	+48%	+$142K	0.09%	133
2023 Q2	$302K	Buy	2,496 +1,134	+83%	+$129K	0.07%	148
2023 Q1	$150K	Buy	1,362 +1,349	+10,377%	+$146K	0.04%	202
2022 Q4	$1.35K	Buy	+13	New	+$1.34K	﹤0.01%	1016
2022 Q3	–	Sell	-13	Closed	-$1K	–	474
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1125
2022 Q1	$1K	Buy	+13	New	+$1.43K	﹤0.01%	1193
2021 Q2	–	Sell	-4	Closed	–	–	1066
2021 Q1	$0	Buy	+4	New	+$385	﹤0.01%	1015

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's EXPD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Expeditors International (EXPD) in Q2 2026: 30 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EXPD as recently as Q4 2025.

Concord Wealth Partners first reported a position in EXPD in Q1 2021 and has held it in 17 quarters since. The position peaked at $423K in Q3 2023. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Concord Wealth Partners held 30 shares of Expeditors International worth $4.89K as of Q2 2026.
Expeditors International was a new Concord Wealth Partners position in Q2 2026.
Expeditors International made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #664 holding.
Concord Wealth Partners first reported a position in Expeditors International in Q1 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Expeditors International position peaked at $423K in Q3 2023.
953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.