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Kingswood Wealth Advisors’s Expeditors International EXPD Stock Holding History

Kingswood Wealth 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 		$450K Buy
2,759
+43
+2% +$6.65K 0.02% 639
2026
Q1 		$389K Sell
2,716
-88
-3% -$13.4K 0.02% 628
2025
Q4 		$418K Buy
2,804
+153
+6% +$20.8K 0.02% 576
2025
Q3 		$325K Buy
2,651
+32
+1% +$3.81K 0.02% 600
2025
Q2 		$299K Sell
2,619
-34
-1% -$3.81K 0.02% 572
2025
Q1 		$319K Sell
2,653
-248
-9% -$28.5K 0.03% 525
2024
Q4 		$321K Sell
2,901
-380
-12% -$45.3K 0.02% 583
2024
Q3 		$431K Buy
+3,281
New +$402K 0.03% 496

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

Kingswood Wealth Advisors's EXPD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Expeditors International (EXPD) stake by 1.6% in Q2 2026, buying an estimated $6.65K and bringing the position to 2,759 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #639.

Kingswood Wealth Advisors first reported a position in EXPD in Q3 2024 and has held it in 8 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Kingswood Wealth Advisors held 2,759 shares of Expeditors International worth $450K as of Q2 2026.
  • Kingswood Wealth Advisors bought 43 Expeditors International shares in Q2 2026, an estimated $6.65K.
  • Expeditors International made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • Kingswood Wealth Advisors first reported a position in Expeditors International in Q3 2024 and has held it in 8 quarters since.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.