Institute for Wealth Management’s Expeditors International EXPD Stock Holding History

Institute for 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
2026 Q2	$16.3K	Buy	+100	New	+$15.5K	﹤0.01%	1191

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's EXPD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Expeditors International (EXPD) in Q2 2026: 100 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

565 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Institute for Wealth Management held 100 shares of Expeditors International worth $16.3K as of Q2 2026.
Expeditors International was a new Institute for Wealth Management position in Q2 2026.
Expeditors International made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1191 holding.
565 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.