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Integrated Wealth Concepts’s Expeditors International EXPD Stock Holding History

Integrated Wealth Concepts’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 		$900K Buy
5,520
+88
+2% +$13.6K ﹤0.01% 1401
2026
Q1 		$778K Buy
+5,432
New +$826K 0.01% 1260
2025
Q2 		– Sell
-3,990
Closed -$480K – 1930
2025
Q1 		$480K Buy
3,990
+598
+18% +$68.8K 0.01% 1165
2024
Q4 		$376K Buy
3,392
+1,430
+73% +$171K ﹤0.01% 1254
2024
Q3 		$258K Sell
1,962
-25
-1% -$3.06K ﹤0.01% 1433
2024
Q2 		$248K Buy
1,987
+156
+9% +$18.6K ﹤0.01% 1429
2024
Q1 		$223K Buy
+1,831
New +$226K ﹤0.01% 1473
2022
Q1 		– Sell
-5,717
Closed -$768K – 981
2021
Q4 		$768K Buy
5,717
+120
+2% +$15K 0.02% 502
2021
Q3 		$667K Buy
5,597
+276
+5% +$34.5K 0.02% 506
2021
Q2 		$674K Buy
+5,321
New +$628K 0.02% 458

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

Integrated Wealth Concepts's EXPD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Expeditors International (EXPD) stake by 1.6% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,520 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Integrated Wealth Concepts first reported a position in EXPD in Q2 2021 and has held it in 10 quarters since. 952 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Integrated Wealth Concepts held 5,520 shares of Expeditors International worth $900K as of Q2 2026.
  • Integrated Wealth Concepts bought 88 Expeditors International shares in Q2 2026, an estimated $13.6K.
  • Expeditors International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1401 holding.
  • Integrated Wealth Concepts first reported a position in Expeditors International in Q2 2021 and has held it in 10 quarters since.
  • 952 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.