Kelleher Financial Advisors’s Expeditors International EXPD Stock Holding History

Kelleher Financial 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	$413K	Buy	2,534 +2,533	+253,300%	+$392K	0.06%	193
2026 Q1	$143	Hold	1	–	–	﹤0.01%	683
2025 Q4	$149	Hold	1	–	–	﹤0.01%	702
2025 Q3	$123	Buy	+1	New	+$119	﹤0.01%	639
2025 Q1	–	Sell	-7,615	Closed	-$844K	–	133
2024 Q4	$844K	Buy	7,615 +15	+0.2%	+$1.79K	0.32%	44
2024 Q3	$999K	Hold	7,600	–	–	0.38%	35
2024 Q2	$948K	Hold	7,600	–	–	0.39%	33
2024 Q1	$924K	Hold	7,600	–	–	0.38%	35
2023 Q4	$967K	Hold	7,600	–	–	0.45%	31
2023 Q3	$871K	Hold	7,600	–	–	0.45%	34
2023 Q2	$921K	Hold	7,600	–	–	0.53%	33
2023 Q1	$837K	Hold	7,600	–	–	0.55%	33
2022 Q4	$790K	Sell	7,600 -51	-0.7%	-$5.26K	0.59%	32
2022 Q3	$675K	Hold	7,651	–	–	0.48%	44
2022 Q2	$745K	Hold	7,651	–	–	0.34%	55
2022 Q1	$789K	Buy	7,651 +51	+0.7%	+$5.62K	0.44%	46
2021 Q4	$1.02M	Hold	7,600	–	–	0.54%	37
2021 Q3	$905K	Hold	7,600	–	–	0.4%	56
2021 Q2	$962K	Buy	+7,600	New	+$897K	0.54%	35

Other funds holding EXPD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelleher Financial Advisors's EXPD Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Expeditors International (EXPD) stake by 253,300% in Q2 2026, buying an estimated $392K and bringing the position to 2,534 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #193.

Kelleher Financial Advisors first reported a position in EXPD in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2021. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Kelleher Financial Advisors held 2,534 shares of Expeditors International worth $413K as of Q2 2026.
Kelleher Financial Advisors bought 2,533 Expeditors International shares in Q2 2026, an estimated $392K.
Expeditors International made up 0.06% of Kelleher Financial Advisors's portfolio in Q2 2026, its #193 holding.
Kelleher Financial Advisors first reported a position in Expeditors International in Q2 2021 and has held it in 19 quarters since.
Kelleher Financial Advisors's Expeditors International position peaked at $1.02M in Q4 2021.
955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.