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Marshall & Sterling Wealth Advisors’s Expeditors International EXPD Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-7
Closed -$858 – 442
2025
Q3 		$858 Sell
7
-49
-88% -$5.83K ﹤0.01% 604
2025
Q2 		$6.4K Buy
56
+49
+700% +$5.49K ﹤0.01% 437
2025
Q1 		$842 Buy
+7
New +$806 ﹤0.01% 597

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EXPD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Expeditors International (EXPD) in Q4 2025, closing a stake of 7 shares — an estimated $858 sold.

Marshall & Sterling Wealth Advisors first reported a position in EXPD in Q1 2025 and held it in 3 quarters. The position peaked at $6.4K in Q2 2025. 889 funds tracked by Wall St. Rank hold EXPD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Expeditors International position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 7 Expeditors International shares in Q4 2025, an estimated $858.
  • Marshall & Sterling Wealth Advisors first reported a position in Expeditors International in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Expeditors International position peaked at $6.4K in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Expeditors International as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.