GSWM
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Golden State Wealth Management’s Expeditors International EXPD Stock Holding History

Golden State 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
Q3 		– Sell
-8
Closed -$914 – 1671
2025
Q2 		$914 Hold
8
– – ﹤0.01% 1444
2025
Q1 		$962 Hold
8
– – ﹤0.01% 1427
2024
Q4 		$886 Buy
+8
New +$955 ﹤0.01% 1371
2022
Q1 		$821K Buy
7,954
+240
+3% +$26.5K 0.16% 128
2021
Q4 		$1.04M Buy
7,714
+324
+4% +$40.6K 0.18% 122
2021
Q3 		$880K Buy
7,390
+149
+2% +$18.7K 0.19% 103
2021
Q2 		$917K Buy
+7,241
New +$855K 0.2% 102

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return