Montag & Associates’s Expeditors International EXPD Stock Holding History

Montag & Associates’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	$3.36K	Hold	21	–	–	﹤0.01%	834
2026 Q1	$2.96K	Hold	21	–	–	﹤0.01%	820
2025 Q4	$3.07K	Sell	21 -9	-30%	-$1.23K	﹤0.01%	842
2025 Q3	$3.68K	Hold	30	–	–	﹤0.01%	851
2025 Q2	$3.43K	Hold	30	–	–	﹤0.01%	823
2025 Q1	$3.61K	Hold	30	–	–	﹤0.01%	862
2024 Q4	$3.32K	Hold	30	–	–	﹤0.01%	865
2024 Q3	$3.94K	Hold	30	–	–	﹤0.01%	883
2024 Q2	$3.74K	Hold	30	–	–	﹤0.01%	842
2024 Q1	$3.65K	Hold	30	–	–	﹤0.01%	837
2023 Q4	$3.82K	Hold	30	–	–	﹤0.01%	839
2023 Q3	$3.44K	Hold	30	–	–	﹤0.01%	824
2023 Q2	$3.63K	Sell	30 -2	-6%	-$227	﹤0.01%	838
2023 Q1	$3.52K	Hold	32	–	–	﹤0.01%	840
2022 Q4	$3.33K	Buy	+32	New	+$3.3K	﹤0.01%	848

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's EXPD Position: Q2 2026 in Review

Montag & Associates held its Expeditors International (EXPD) position steady in Q2 2026 at 21 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Montag & Associates first reported a position in EXPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.94K in Q3 2024. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Montag & Associates held 21 shares of Expeditors International worth $3.36K as of Q2 2026.
Montag & Associates left its Expeditors International share count unchanged in Q2 2026.
Expeditors International made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #834 holding.
Montag & Associates first reported a position in Expeditors International in Q4 2022 and has held it in 15 quarters since.
Montag & Associates's Expeditors International position peaked at $3.94K in Q3 2024.
953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.