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Marks Group Wealth Management’s Expeditors International EXPD Stock Holding History

Marks Group Wealth Management’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 		– Sell
-1,985
Closed -$296K – 346
2025
Q4 		$296K Sell
1,985
-185
-9% -$25.2K 0.03% 285
2025
Q3 		$266K Sell
2,170
-28,634
-93% -$3.41M 0.02% 269
2025
Q2 		$3.52M Buy
30,804
+42
+0.1% +$4.7K 0.33% 93
2025
Q1 		$3.7M Sell
30,762
-7,850
-20% -$904K 0.36% 90
2024
Q4 		$4.28M Buy
38,612
+1,016
+3% +$121K 0.42% 85
2024
Q3 		$4.94M Sell
37,596
-14,517
-28% -$1.78M 0.47% 81
2024
Q2 		$6.5M Buy
52,113
+1,762
+3% +$210K 0.69% 71
2024
Q1 		$6.12M Buy
50,351
+2,077
+4% +$257K 0.64% 72
2023
Q4 		$6.14M Buy
48,274
+689
+1% +$81.3K 0.7% 69
2023
Q3 		$5.45M Sell
47,585
-577
-1% -$68.6K 0.68% 70
2023
Q2 		$5.83M Sell
48,162
-453
-0.9% -$51.5K 0.69% 64
2023
Q1 		$5.35M Buy
48,615
+1,641
+3% +$178K 0.68% 66
2022
Q4 		$4.88M Sell
46,974
-246
-0.5% -$25.4K 0.67% 69
2022
Q3 		$4.17M Buy
47,220
+21,931
+87% +$2.2M 0.63% 66
2022
Q2 		$2.46M Buy
25,289
+16,383
+184% +$1.68M 0.36% 91
2022
Q1 		$919K Buy
8,906
+767
+9% +$84.6K 0.12% 171
2021
Q4 		$1.09M Buy
8,139
+875
+12% +$110K 0.13% 164
2021
Q3 		$855K Buy
+7,264
New +$909K 0.12% 162
2020
Q2 		– Sell
-12,553
Closed -$855K – 244
2020
Q1 		$855K Sell
12,553
-31,935
-72% -$2.28M 0.22% 126
2019
Q4 		$3.47M Buy
+44,488
New +$3.33M 0.68% 67

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Group Wealth Management's EXPD Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Expeditors International (EXPD) in Q1 2026, closing a stake of 1,985 shares — an estimated $296K sold.

Marks Group Wealth Management first reported a position in EXPD in Q4 2019 and held it in 20 quarters. The position peaked at $6.5M in Q2 2024. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Marks Group Wealth Management reported no remaining Expeditors International position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,985 Expeditors International shares in Q1 2026, an estimated $296K.
  • Marks Group Wealth Management first reported a position in Expeditors International in Q4 2019 and held it in 20 quarters.
  • Marks Group Wealth Management's Expeditors International position peaked at $6.5M in Q2 2024.
  • 906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.