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Mowery & Schoenfeld Wealth Management’s Expeditors International EXPD Stock Holding History

Mowery & Schoenfeld 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
Q2 		$24.4K Hold
150
– – 0.03% 185
2026
Q1 		$21.5K Hold
150
– – 0.03% 171
2025
Q4 		$22.4K Hold
150
– – 0.03% 186
2025
Q3 		$18.4K Hold
150
– – 0.03% 181
2025
Q2 		$17.1K Hold
150
– – 0.03% 182
2025
Q1 		$18K Sell
150
-1
-0.7% -$115 0.04% 214
2024
Q4 		$16.7K Buy
151
+1
+0.7% +$119 0.03% 183
2024
Q3 		$19.7K Buy
+150
New +$18.4K 0.03% 152

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EXPD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Expeditors International (EXPD) position steady in Q2 2026 at 150 shares worth $24.4K. The position accounts for 0.03% of the portfolio, ranked #185.

Mowery & Schoenfeld Wealth Management first reported a position in EXPD in Q3 2024 and has held it in 8 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 150 shares of Expeditors International worth $24.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Expeditors International share count unchanged in Q2 2026.
  • Expeditors International made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Expeditors International in Q3 2024 and has held it in 8 quarters since.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.