GoalVest Advisory’s Expeditors International EXPD Stock Holding History

GoalVest Advisory’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 Q3	$9.79K	Buy	53 +12	+29%	+$2.18K	﹤0.01%	451
2026 Q2	$6.68K	Sell	41 -19	-32%	-$2.94K	﹤0.01%	370
2026 Q1	$8.59K	Buy	+60	New	+$9.12K	﹤0.01%	375
2022 Q2	–	Sell	-3	Closed	–	–	382
2022 Q1	$0	Buy	+3	New	+$331	﹤0.01%	415
2021 Q2	$383K	Sell	3,028 -777	-20%	-$91.7K	0.24%	97
2021 Q1	$410K	Sell	3,805 -528	-12%	-$50.8K	0.31%	95
2020 Q4	$412K	Buy	+4,333	New	+$395K	0.35%	81

Other funds holding EXPD

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

GoalVest Advisory's EXPD Position: Q3 2026 in Review

GoalVest Advisory increased its Expeditors International (EXPD) stake by 29% in Q3 2026, buying an estimated $2.18K and bringing the position to 53 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

GoalVest Advisory first reported a position in EXPD in Q4 2020 and has held it in 7 quarters since. The position peaked at $412K in Q4 2020. 33 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

GoalVest Advisory held 53 shares of Expeditors International worth $9.79K as of Q3 2026.
GoalVest Advisory bought 12 Expeditors International shares in Q3 2026, an estimated $2.18K.
Expeditors International made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #451 holding.
GoalVest Advisory first reported a position in Expeditors International in Q4 2020 and has held it in 7 quarters since.
GoalVest Advisory's Expeditors International position peaked at $412K in Q4 2020.
33 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.