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Essex Financial Services’s Expeditors International EXPD Stock Holding History

Essex Financial Services’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 		$206K Sell
1,267
-189
-13% -$29.2K 0.01% 795
2026
Q1 		$209K Buy
+1,456
New +$221K 0.01% 743

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

Essex Financial Services's EXPD Position: Q2 2026 in Review

Essex Financial Services reduced its Expeditors International (EXPD) stake by 13% in Q2 2026, selling an estimated $29.2K and leaving 1,267 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #795.

Essex Financial Services first reported a position in EXPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $209K in Q1 2026. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Essex Financial Services held 1,267 shares of Expeditors International worth $206K as of Q2 2026.
  • Essex Financial Services sold 189 Expeditors International shares in Q2 2026, an estimated $29.2K.
  • Expeditors International made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #795 holding.
  • Essex Financial Services first reported a position in Expeditors International in Q1 2026 and has held it in 2 quarters since.
  • Essex Financial Services's Expeditors International position peaked at $209K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.