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Dakota Wealth Management’s Expeditors International EXPD Stock Holding History

Dakota 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
2026
Q2 		$3.63M Sell
22,243
-420
-2% -$65K 0.07% 225
2026
Q1 		$3.25M Buy
22,663
+6,442
+40% +$979K 0.07% 219
2025
Q4 		$2.42M Buy
+16,221
New +$2.21M 0.04% 260

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's EXPD Position: Q2 2026 in Review

Dakota Wealth Management reduced its Expeditors International (EXPD) stake by 1.9% in Q2 2026, selling an estimated $65K and leaving 22,243 shares worth $3.63M. The position accounts for 0.07% of the portfolio, ranked #225.

Dakota Wealth Management first reported a position in EXPD in Q4 2025 and has held it in 3 quarters since. 949 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Dakota Wealth Management held 22,243 shares of Expeditors International worth $3.63M as of Q2 2026.
  • Dakota Wealth Management sold 420 Expeditors International shares in Q2 2026, an estimated $65K.
  • Expeditors International made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Dakota Wealth Management first reported a position in Expeditors International in Q4 2025 and has held it in 3 quarters since.
  • 949 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.