PWP
EXPD icon

Phillips Wealth Planners’s Expeditors International EXPD Stock Holding History

Phillips Wealth Planners’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 		$296K Sell
1,784
-12
-0.7% -$1.86K 0.22% 152
2026
Q1 		$279K Sell
1,796
-300
-14% -$45.6K 0.21% 165
2025
Q4 		$341K Sell
2,096
-555
-21% -$75.5K 0.27% 123
2025
Q3 		$328K Buy
+2,651
New +$315K 0.27% 126

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

Phillips Wealth Planners's EXPD Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Expeditors International (EXPD) stake by 0.67% in Q2 2026, selling an estimated $1.86K and leaving 1,784 shares worth $296K. The position accounts for 0.22% of the portfolio, ranked #152.

Phillips Wealth Planners first reported a position in EXPD in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q4 2025. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Phillips Wealth Planners held 1,784 shares of Expeditors International worth $296K as of Q2 2026.
  • Phillips Wealth Planners sold 12 Expeditors International shares in Q2 2026, an estimated $1.86K.
  • Expeditors International made up 0.22% of Phillips Wealth Planners's portfolio in Q2 2026, its #152 holding.
  • Phillips Wealth Planners first reported a position in Expeditors International in Q3 2025 and has held it in 4 quarters since.
  • Phillips Wealth Planners's Expeditors International position peaked at $341K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.