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EP Wealth Advisors’s Expeditors International EXPD Stock Holding History

EP Wealth 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 		$313K Sell
1,922
-454
-19% -$70.2K ﹤0.01% 1266
2026
Q1 		$340K Sell
2,376
-810
-25% -$123K ﹤0.01% 1085
2025
Q4 		$475K Buy
+3,186
New +$434K ﹤0.01% 904
2025
Q2 		$313K Buy
2,741
+518
+23% +$58K ﹤0.01% 992
2025
Q1 		$267K Buy
+2,223
New +$256K ﹤0.01% 971
2024
Q4 		– Sell
-1,765
Closed -$232K – 1266
2024
Q3 		$232K Sell
1,765
-147
-8% -$18K ﹤0.01% 973
2024
Q2 		$239K Sell
1,912
-19
-1% -$2.26K ﹤0.01% 716
2024
Q1 		$235K Buy
+1,931
New +$239K ﹤0.01% 699

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

EP Wealth Advisors's EXPD Position: Q2 2026 in Review

EP Wealth Advisors reduced its Expeditors International (EXPD) stake by 19% in Q2 2026, selling an estimated $70.2K and leaving 1,922 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

EP Wealth Advisors first reported a position in EXPD in Q1 2024 and has held it in 8 quarters since. The position peaked at $475K in Q4 2025. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • EP Wealth Advisors held 1,922 shares of Expeditors International worth $313K as of Q2 2026.
  • EP Wealth Advisors sold 454 Expeditors International shares in Q2 2026, an estimated $70.2K.
  • Expeditors International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1266 holding.
  • EP Wealth Advisors first reported a position in Expeditors International in Q1 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's Expeditors International position peaked at $475K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.