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Independent Advisor Alliance’s Expeditors International EXPD Stock Holding History

Independent Advisor Alliance’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 		$598K Sell
3,668
-176
-5% -$27.2K 0.01% 607
2026
Q1 		$551K Sell
3,844
-17,434
-82% -$2.65M 0.01% 1076
2025
Q4 		$3.17M Sell
21,278
-108
-0.5% -$14.7K 0.08% 207
2025
Q3 		$2.62M Sell
21,386
-20
-0.1% -$2.38K 0.07% 241
2025
Q2 		$2.45M Sell
21,406
-11,457
-35% -$1.28M 0.07% 236
2025
Q1 		$3.95M Sell
32,863
-11,963
-27% -$1.38M 0.13% 142
2024
Q4 		$4.97M Sell
44,826
-2,781
-6% -$332K 0.07% 269
2024
Q3 		$6.26M Sell
47,607
-5,235
-10% -$641K 0.23% 83
2024
Q2 		$6.59M Sell
52,842
-5,284
-9% -$629K 0.23% 82
2024
Q1 		$7.07M Sell
58,126
-712
-1% -$88K 0.26% 75
2023
Q4 		$7.48M Sell
58,838
-3,737
-6% -$441K 0.27% 67
2023
Q3 		$7.17M Sell
62,575
-4,615
-7% -$549K 0.32% 59
2023
Q2 		$8.14M Sell
67,190
-1,904
-3% -$217K 0.36% 60
2023
Q1 		$7.61M Sell
69,094
-3,435
-5% -$373K 0.37% 61
2022
Q4 		$7.54K Sell
72,529
-85
-0.1% -$8.76K ﹤0.01% 179
2022
Q3 		$6.41M Buy
72,614
+1,616
+2% +$162K 0.37% 65
2022
Q2 		$6.92M Buy
70,998
+733
+1% +$75.1K 0.39% 62
2022
Q1 		$7.25M Buy
70,265
+1,018
+1% +$112K 0.35% 65
2021
Q4 		$9.3M Buy
69,247
+2,225
+3% +$279K 0.46% 54
2021
Q3 		$7.98M Buy
67,022
+137
+0.2% +$17.1K 0.44% 61
2021
Q2 		$8.47M Sell
66,885
-6,258
-9% -$739K 0.46% 57
2021
Q1 		$7.88M Buy
73,143
+12,905
+21% +$1.24M 0.47% 58
2020
Q4 		$5.73M Buy
60,238
+78
+0.1% +$7.11K 0.39% 68
2020
Q3 		$5.45M Buy
+60,160
New +$5.12M 0.41% 67

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's EXPD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Expeditors International (EXPD) stake by 4.6% in Q2 2026, selling an estimated $27.2K and leaving 3,668 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #607.

Independent Advisor Alliance first reported a position in EXPD in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.3M in Q4 2021. 959 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Independent Advisor Alliance held 3,668 shares of Expeditors International worth $598K as of Q2 2026.
  • Independent Advisor Alliance sold 176 Expeditors International shares in Q2 2026, an estimated $27.2K.
  • Expeditors International made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #607 holding.
  • Independent Advisor Alliance first reported a position in Expeditors International in Q3 2020 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Expeditors International position peaked at $9.3M in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.