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MWM
Moran Wealth Management’s
Expeditors International
EXPD
Stock Holding History
Moran 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
-2,945
Closed
-$439K
–
507
2025
Q4
$439K
Sell
2,945
-1,102
-27%
-$150K
0.01%
410
2025
Q3
$496K
Sell
4,047
-324
-7%
-$38.5K
0.02%
407
2025
Q2
$499K
Sell
4,371
-526
-11%
-$58.9K
0.02%
416
2025
Q1
$589K
Sell
4,897
-51,724
-91%
-$5.95M
0.02%
358
2024
Q4
$6.27M
Sell
56,621
-7
-0%
-$835
0.2%
138
2024
Q3
$7.44M
Buy
56,628
+290
+0.5%
+$35.5K
0.23%
130
2024
Q2
$7.03M
Sell
56,338
-111,040
-66%
-$13.2M
0.23%
139
2024
Q1
$20.3M
Buy
167,378
+2,438
+1%
+$301K
0.66%
41
2023
Q4
$21M
Sell
164,940
-2,912
-2%
-$343K
0.75%
33
2023
Q3
$19.2M
Buy
167,852
+123,348
+277%
+$14.7M
0.74%
38
2023
Q2
$5.39M
Sell
44,504
-997
-2%
-$113K
0.2%
149
2023
Q1
$5.01M
Buy
45,501
+16,352
+56%
+$1.78M
0.19%
156
2022
Q4
$3.03M
Buy
+29,149
New
+$3M
0.12%
186
Other funds holding EXPD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
New York
$59B AUM
32.99%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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