Herold Advisors’s Expeditors International EXPD Stock Holding History

Herold 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 Q3	$462K	Hold	2,500	–	–	0.09%	182
2026 Q2	$407K	Hold	2,500	–	–	0.08%	196
2026 Q1	$358K	Hold	2,500	–	–	0.08%	201
2025 Q4	$373K	Hold	2,500	–	–	0.08%	187
2025 Q3	$306K	Hold	2,500	–	–	0.07%	197
2025 Q2	$286K	Hold	2,500	–	–	0.06%	248
2025 Q1	$301K	Hold	2,500	–	–	0.07%	217
2024 Q4	$277K	Hold	2,500	–	–	0.06%	230
2024 Q3	$328K	Hold	2,500	–	–	0.07%	216
2024 Q2	$312K	Hold	2,500	–	–	0.07%	213
2024 Q1	$304K	Hold	2,500	–	–	0.07%	215
2023 Q4	$318K	Hold	2,500	–	–	0.09%	196
2023 Q3	$287K	Hold	2,500	–	–	0.09%	203
2023 Q2	$303K	Hold	2,500	–	–	0.09%	198
2023 Q1	$275K	Hold	2,500	–	–	0.1%	194
2022 Q4	$260K	Hold	2,500	–	–	0.11%	174
2022 Q3	$220K	Hold	2,500	–	–	0.11%	172
2022 Q2	$243K	Sell	2,500 -500	-17%	-$51.2K	0.11%	172
2022 Q1	$309K	Hold	3,000	–	–	0.11%	159
2021 Q4	$402K	Hold	3,000	–	–	0.16%	143
2021 Q3	$357K	Buy	+3,000	New	+$376K	0.14%	150

Other funds holding EXPD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Herold Advisors's EXPD Position: Q3 2026 in Review

Herold Advisors held its Expeditors International (EXPD) position steady in Q3 2026 at 2,500 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #182.

Herold Advisors first reported a position in EXPD in Q3 2021 and has held it in 21 quarters since. 168 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

Herold Advisors held 2,500 shares of Expeditors International worth $462K as of Q3 2026.
Herold Advisors left its Expeditors International share count unchanged in Q3 2026.
Expeditors International made up 0.09% of Herold Advisors's portfolio in Q3 2026, its #182 holding.
Herold Advisors first reported a position in Expeditors International in Q3 2021 and has held it in 21 quarters since.
168 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.