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 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 $3.38T AUM 44.17% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's EXPD Position: Q3 2025 in Review

Golden State Wealth Management sold out of Expeditors International (EXPD) in Q3 2025, closing a stake of 8 shares — an estimated $914 sold.

Golden State Wealth Management first reported a position in EXPD in Q2 2021 and held it in 7 quarters. The position peaked at $1.04M in Q4 2021. 819 funds tracked by Wall St. Rank hold EXPD as of Q3 2025.

Golden State Wealth Management reported no remaining Expeditors International position as of Q3 2025 after selling out during the quarter.
Golden State Wealth Management sold 8 Expeditors International shares in Q3 2025, an estimated $914.
Golden State Wealth Management first reported a position in Expeditors International in Q2 2021 and held it in 7 quarters.
Golden State Wealth Management's Expeditors International position peaked at $1.04M in Q4 2021.
819 funds tracked by Wall St. Rank held Expeditors International as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.