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NewSquare Capital’s Expeditors International EXPD Stock Holding History

NewSquare Capital’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
-75
Closed -$8.57K – 529
2025
Q2 		$8.57K Buy
75
+70
+1,400% +$7.84K ﹤0.01% 690
2025
Q1 		$601 Buy
+5
New +$575 ﹤0.01% 1000
2021
Q3 		– Sell
-39,102
Closed -$4.95M – 361
2021
Q2 		$4.95M Buy
39,102
+1,130
+3% +$133K 0.59% 34
2021
Q1 		$4.09M Buy
37,972
+6,602
+21% +$636K 0.54% 40
2020
Q4 		$2.98M Buy
+31,370
New +$2.86M 0.42% 55

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

NewSquare Capital's EXPD Position: Q3 2025 in Review

NewSquare Capital sold out of Expeditors International (EXPD) in Q3 2025, closing a stake of 75 shares — an estimated $8.57K sold.

NewSquare Capital first reported a position in EXPD in Q4 2020 and held it in 5 quarters. The position peaked at $4.95M in Q2 2021. 819 funds tracked by Wall St. Rank hold EXPD as of Q3 2025.

  • NewSquare Capital reported no remaining Expeditors International position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 75 Expeditors International shares in Q3 2025, an estimated $8.57K.
  • NewSquare Capital first reported a position in Expeditors International in Q4 2020 and held it in 5 quarters.
  • NewSquare Capital's Expeditors International position peaked at $4.95M in Q2 2021.
  • 819 funds tracked by Wall St. Rank held Expeditors International as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.