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Legacy Financial Strategies’s Expeditors International EXPD Stock Holding History

Legacy Financial Strategies’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 		$390K Sell
2,392
-13,761
-85% -$2.13M 0.06% 100
2026
Q1 		$2.31M Sell
16,153
-4,317
-21% -$656K 0.42% 41
2025
Q4 		$3.05M Sell
20,470
-3,008
-13% -$409K 0.54% 31
2025
Q3 		$2.88M Buy
23,478
+846
+4% +$101K 0.52% 37
2025
Q2 		$2.59M Buy
22,632
+1,910
+9% +$214K 0.51% 38
2025
Q1 		$2.49M Buy
+20,722
New +$2.39M 0.54% 36
2024
Q2 		– Sell
-23,419
Closed -$2.85M – 99
2024
Q1 		$2.85M Sell
23,419
-154
-0.7% -$19K 0.73% 28
2023
Q4 		$3M Sell
23,573
-100
-0.4% -$11.8K 0.85% 19
2023
Q3 		$2.68M Buy
23,673
+789
+3% +$93.8K 0.86% 20
2023
Q2 		$2.77M Buy
22,884
+1,626
+8% +$185K 0.93% 15
2023
Q1 		$2.34M Buy
21,258
+1,260
+6% +$137K 0.87% 19
2022
Q4 		$2.08M Buy
19,998
+1,204
+6% +$124K 0.86% 23
2022
Q3 		$1.66M Buy
+18,794
New +$1.88M 0.77% 27
2020
Q3 		– Sell
-12,414
Closed -$944K – 62
2020
Q2 		$944K Buy
+12,414
New +$907K 0.73% 25

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 Strategies's EXPD Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Expeditors International (EXPD) stake by 85% in Q2 2026, selling an estimated $2.13M and leaving 2,392 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #100.

Legacy Financial Strategies first reported a position in EXPD in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.05M in Q4 2025. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Legacy Financial Strategies held 2,392 shares of Expeditors International worth $390K as of Q2 2026.
  • Legacy Financial Strategies sold 13,761 Expeditors International shares in Q2 2026, an estimated $2.13M.
  • Expeditors International made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #100 holding.
  • Legacy Financial Strategies first reported a position in Expeditors International in Q2 2020 and has held it in 14 quarters since.
  • Legacy Financial Strategies's Expeditors International position peaked at $3.05M in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.