MYIA
EXPD icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's EXPD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Expeditors International (EXPD) in Q3 2025, closing a stake of 15 shares — an estimated $1.71K sold.

Mount Yale Investment Advisors first reported a position in EXPD in Q1 2018 and held it in 4 quarters. The position peaked at $110K in Q3 2018. 818 funds tracked by Wall St. Rank hold EXPD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Expeditors International position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15 Expeditors International shares in Q3 2025, an estimated $1.71K.
  • Mount Yale Investment Advisors first reported a position in Expeditors International in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Expeditors International position peaked at $110K in Q3 2018.
  • 818 funds tracked by Wall St. Rank held Expeditors International as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.