IWA
EXPD icon

Icon Wealth Advisors’s Expeditors International EXPD Stock Holding History

Icon 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 		$266K Sell
1,633
-1,858
-53% -$287K 0.02% 363
2026
Q1 		$519K Buy
3,491
+70
+2% +$10.6K 0.03% 252
2025
Q4 		$510K Buy
3,421
+236
+7% +$32.1K 0.03% 249
2025
Q3 		$390K Buy
3,185
+1,312
+70% +$156K 0.03% 282
2025
Q2 		$214K Buy
1,873
+269
+17% +$30.1K 0.02% 358
2025
Q1 		$193K Buy
1,604
+157
+11% +$18.1K 0.02% 360
2024
Q4 		$160K Sell
1,447
-20
-1% -$2.39K 0.01% 415
2024
Q3 		$193K Buy
1,467
+10
+0.7% +$1.22K 0.02% 364
2024
Q2 		$182K Buy
1,457
+86
+6% +$10.2K 0.02% 348
2024
Q1 		$167K Buy
1,371
+200
+17% +$24.7K 0.02% 369
2023
Q4 		$149K Buy
+1,171
New +$138K 0.02% 357
2022
Q4 		– Sell
-1,152
Closed -$102K – 359
2022
Q3 		$102K Buy
+1,152
New +$115K 0.01% 393

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

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

Icon Wealth Advisors reduced its Expeditors International (EXPD) stake by 53% in Q2 2026, selling an estimated $287K and leaving 1,633 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #363.

Icon Wealth Advisors first reported a position in EXPD in Q3 2022 and has held it in 12 quarters since. The position peaked at $519K in Q1 2026. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Icon Wealth Advisors held 1,633 shares of Expeditors International worth $266K as of Q2 2026.
  • Icon Wealth Advisors sold 1,858 Expeditors International shares in Q2 2026, an estimated $287K.
  • Expeditors International made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • Icon Wealth Advisors first reported a position in Expeditors International in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Expeditors International position peaked at $519K in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.