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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelleher Financial Advisors's EXPD Position: Q1 2026 in Review

Kelleher Financial Advisors held its Expeditors International (EXPD) position steady in Q1 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Kelleher Financial Advisors first reported a position in EXPD in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2021. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

Kelleher Financial Advisors held 1 share of Expeditors International worth $143 as of Q1 2026.
Kelleher Financial Advisors left its Expeditors International share count unchanged in Q1 2026.
Expeditors International made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #683 holding.
Kelleher Financial Advisors first reported a position in Expeditors International in Q2 2021 and has held it in 18 quarters since.
Kelleher Financial Advisors's Expeditors International position peaked at $1.02M in Q4 2021.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.