Creative Planning’s Expeditors International EXPD Stock Holding History

Creative 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
2016 Q1	–	Sell	-2,000	Closed	-$2K	–	4381
2015 Q4	$2K	Hold	2,000	–	–	﹤0.01%	4013
2015 Q3	$7K	Buy	+2,000	New	+$94.5K	﹤0.01%	3425
2015 Q2	–	Sell	-2,000	Closed	-$11K	–	1697
2015 Q1	$11K	Hold	2,000	–	–	﹤0.01%	3125
2014 Q4	$8K	Hold	2,000	–	–	﹤0.01%	3226
2014 Q3	$4K	Hold	2,000	–	–	﹤0.01%	3385
2014 Q2	$9K	Hold	2,000	–	–	﹤0.01%	2924
2014 Q1	$5K	Buy	+2,000	New	+$82K	﹤0.01%	3075

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

Creative Planning's EXPD Position: Q2 2026 in Review

Creative Planning increased its Expeditors International (EXPD) stake by 19% in Q2 2026, buying an estimated $1.33M and bringing the position to 54,461 shares worth $8.88M. The position accounts for 0.01% of the portfolio, ranked #973.

Creative Planning first reported a position in EXPD in Q2 2013 and has held it in 52 quarters since. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Creative Planning held 54,461 shares of Expeditors International worth $8.88M as of Q2 2026.
Creative Planning bought 8,581 Expeditors International shares in Q2 2026, an estimated $1.33M.
Expeditors International made up 0.01% of Creative Planning's portfolio in Q2 2026, its #973 holding.
Creative Planning first reported a position in Expeditors International in Q2 2013 and has held it in 52 quarters since.
955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.