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Concurrent Investment Advisors’s Expeditors International EXPD Stock Holding History

Concurrent Investment Advisors’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 		$605K Buy
3,712
+143
+4% +$22.1K 0.01% 1293
2026
Q1 		$511K Sell
3,569
-2,669
-43% -$406K 0.01% 1206
2025
Q4 		$929K Buy
6,238
+2,745
+79% +$374K 0.01% 872
2025
Q3 		$428K Buy
3,493
+197
+6% +$23.4K 0.01% 981
2025
Q2 		$377K Buy
3,296
+225
+7% +$25.2K 0.01% 963
2025
Q1 		$369K Buy
3,071
+120
+4% +$13.8K 0.01% 837
2024
Q4 		$327K Buy
2,951
+148
+5% +$17.7K 0.01% 795
2024
Q3 		$368K Sell
2,803
-38
-1% -$4.65K 0.01% 711
2024
Q2 		$355K Buy
2,841
+632
+29% +$75.3K 0.01% 686
2024
Q1 		$268K Sell
2,209
-315
-12% -$38.9K 0.01% 705
2023
Q4 		$321K Buy
+2,524
New +$298K 0.02% 631

Other funds holding EXPD

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Concurrent Investment Advisors's EXPD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Expeditors International (EXPD) stake by 4% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,712 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1293.

Concurrent Investment Advisors first reported a position in EXPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $929K in Q4 2025. 360 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Concurrent Investment Advisors held 3,712 shares of Expeditors International worth $605K as of Q2 2026.
  • Concurrent Investment Advisors bought 143 Expeditors International shares in Q2 2026, an estimated $22.1K.
  • Expeditors International made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1293 holding.
  • Concurrent Investment Advisors first reported a position in Expeditors International in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Expeditors International position peaked at $929K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.