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Legacy Financial Advisors’s Expeditors International EXPD Stock Holding History

Legacy 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 		$472K Sell
2,898
-51
-2% -$7.89K 0.06% 254
2026
Q1 		$422K Buy
2,949
+102
+4% +$15.5K 0.06% 261
2025
Q4 		$424K Sell
2,847
-97
-3% -$13.2K 0.06% 249
2025
Q3 		$361K Sell
2,944
-103
-3% -$12.2K 0.05% 285
2025
Q2 		$348K Sell
3,047
-416
-12% -$46.6K 0.05% 251
2025
Q1 		$416K Buy
3,463
+324
+10% +$37.3K 0.07% 226
2024
Q4 		$348K Sell
3,139
-106
-3% -$12.6K 0.06% 252
2024
Q3 		$426K Buy
3,245
+71
+2% +$8.69K 0.07% 219
2024
Q2 		$396K Buy
3,174
+402
+15% +$47.9K 0.07% 210
2024
Q1 		$337K Buy
2,772
+177
+7% +$21.9K 0.06% 229
2023
Q4 		$330K Buy
2,595
+344
+15% +$40.6K 0.06% 216
2023
Q3 		$258K Buy
2,251
+571
+34% +$67.9K 0.05% 217
2023
Q2 		$204K Buy
+1,680
New +$191K 0.04% 248
2019
Q2 		– Sell
-1,763
Closed -$134K – 373
2019
Q1 		$134K Sell
1,763
-2,040
-54% -$147K 0.05% 135
2018
Q4 		$259K Buy
3,803
+54
+1% +$3.79K 0.1% 87
2018
Q3 		$275K Sell
3,749
-123
-3% -$9.09K 0.1% 83
2018
Q2 		$284K Sell
3,872
-1,342
-26% -$93.8K 0.11% 80
2018
Q1 		$329K Buy
5,214
+470
+10% +$30.2K 0.13% 73
2017
Q4 		$306K Buy
+4,744
New +$291K 0.13% 73

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

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

Legacy Financial Advisors reduced its Expeditors International (EXPD) stake by 1.7% in Q2 2026, selling an estimated $7.89K and leaving 2,898 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #254.

Legacy Financial Advisors first reported a position in EXPD in Q4 2017 and has held it in 19 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Legacy Financial Advisors held 2,898 shares of Expeditors International worth $472K as of Q2 2026.
  • Legacy Financial Advisors sold 51 Expeditors International shares in Q2 2026, an estimated $7.89K.
  • Expeditors International made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #254 holding.
  • Legacy Financial Advisors first reported a position in Expeditors International in Q4 2017 and has held it in 19 quarters since.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.