Mount Yale Investment Advisors’s Expeditors International EXPD Stock Holding History

Mount Yale Investment 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
2026 Q2	$222K	Buy	+1,363	New	+$211K	﹤0.01%	1110
2025 Q3	–	Sell	-15	Closed	-$1.71K	–	981
2025 Q2	$1.71K	Buy	+15	New	+$1.68K	﹤0.01%	1351
2018 Q4	–	Sell	-1,500	Closed	-$110K	–	467
2018 Q3	$110K	Hold	1,500	–	–	0.02%	412
2018 Q2	$110K	Hold	1,500	–	–	0.02%	430
2018 Q1	$95K	Buy	+1,500	New	+$96.4K	0.02%	473

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's EXPD Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Expeditors International (EXPD) in Q2 2026: 1,363 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EXPD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EXPD in Q1 2018 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Mount Yale Investment Advisors held 1,363 shares of Expeditors International worth $222K as of Q2 2026.
Expeditors International was a new Mount Yale Investment Advisors position in Q2 2026.
Expeditors International made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1110 holding.
Mount Yale Investment Advisors first reported a position in Expeditors International in Q1 2018 and has held it in 5 quarters since.
959 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.