EWA
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EverSource Wealth Advisors’s Expeditors International EXPD Stock Holding History

EverSource 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 		$219K Sell
1,346
-378
-22% -$58.5K 0.01% 960
2026
Q1 		$247K Buy
1,724
+502
+41% +$76.3K 0.01% 935
2025
Q4 		$182K Buy
1,222
+182
+18% +$24.8K 0.01% 987
2025
Q3 		$127K Sell
1,040
-73
-7% -$8.68K 0.01% 1147
2025
Q2 		$127K Buy
1,113
+255
+30% +$28.6K 0.01% 1070
2025
Q1 		$103K Sell
858
-6,578
-88% -$757K 0.01% 896
2024
Q4 		$824K Buy
7,436
+125
+2% +$14.9K 0.05% 273
2024
Q3 		$961K Sell
7,311
-36
-0.5% -$4.41K 0.06% 223
2024
Q2 		$917K Buy
7,347
+35
+0.5% +$4.17K 0.06% 224
2024
Q1 		$814K Buy
7,312
+76
+1% +$9.39K 0.06% 204
2023
Q4 		$920K Buy
7,236
+23
+0.3% +$2.71K 0.08% 171
2023
Q3 		$827K Buy
7,213
+5
+0.1% +$594 0.09% 170
2023
Q2 		$873K Buy
7,208
+6,635
+1,158% +$755K 0.1% 170
2023
Q1 		$63.1K Sell
573
-6
-1% -$651 0.01% 700
2022
Q4 		$60.2K Sell
579
-313
-35% -$32.3K 0.01% 692
2022
Q3 		$78K Buy
892
+138
+18% +$13.8K 0.02% 506
2022
Q2 		$74K Buy
754
+698
+1,246% +$71.5K 0.02% 469
2022
Q1 		$5K Buy
56
+10
+22% +$1.1K ﹤0.01% 1240
2021
Q4 		$6K Buy
+46
New +$5.76K ﹤0.01% 1177

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

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

EverSource Wealth Advisors reduced its Expeditors International (EXPD) stake by 22% in Q2 2026, selling an estimated $58.5K and leaving 1,346 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #960.

EverSource Wealth Advisors first reported a position in EXPD in Q4 2021 and has held it in 19 quarters since. The position peaked at $961K in Q3 2024. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • EverSource Wealth Advisors held 1,346 shares of Expeditors International worth $219K as of Q2 2026.
  • EverSource Wealth Advisors sold 378 Expeditors International shares in Q2 2026, an estimated $58.5K.
  • Expeditors International made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #960 holding.
  • EverSource Wealth Advisors first reported a position in Expeditors International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Expeditors International position peaked at $961K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.