Evermay Wealth Management’s Expeditors International EXPD Stock Holding History

Evermay 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
2025 Q4	–	Sell	-70	Closed	-$8.58K	–	579
2025 Q3	$8.58K	Hold	70	–	–	﹤0.01%	456
2025 Q2	$8K	Hold	70	–	–	﹤0.01%	459
2025 Q1	$8.42K	Hold	70	–	–	﹤0.01%	456
2024 Q4	$7.75K	Hold	70	–	–	﹤0.01%	465
2024 Q3	$9.2K	Hold	70	–	–	﹤0.01%	467
2024 Q2	$8.74K	Hold	70	–	–	﹤0.01%	467
2024 Q1	$8.51K	Sell	70 -3	-4%	-$371	﹤0.01%	484
2023 Q4	$9.29K	Buy	73 +3	+4%	+$354	﹤0.01%	458
2023 Q3	$8.03K	Buy	+70	New	+$8.32K	﹤0.01%	449

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Evermay Wealth Management's EXPD Position: Q4 2025 in Review

Evermay Wealth Management sold out of Expeditors International (EXPD) in Q4 2025, closing a stake of 70 shares — an estimated $8.58K sold.

Evermay Wealth Management first reported a position in EXPD in Q3 2023 and held it in 9 quarters. The position peaked at $9.29K in Q4 2023. 889 funds tracked by Wall St. Rank hold EXPD as of Q4 2025.

Evermay Wealth Management reported no remaining Expeditors International position as of Q4 2025 after selling out during the quarter.
Evermay Wealth Management sold 70 Expeditors International shares in Q4 2025, an estimated $8.58K.
Evermay Wealth Management first reported a position in Expeditors International in Q3 2023 and held it in 9 quarters.
Evermay Wealth Management's Expeditors International position peaked at $9.29K in Q4 2023.
889 funds tracked by Wall St. Rank held Expeditors International as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.