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Pinnacle Wealth Planning Services’s Expeditors International EXPD Stock Holding History

Pinnacle Wealth Planning Services’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 		$179K Buy
1,096
+3
+0.3% +$464 0.02% 571
2026
Q1 		$157K Buy
1,093
+5
+0.5% +$760 0.02% 568
2025
Q4 		$162K Buy
+1,088
New +$148K 0.02% 550
2021
Q1 		– Sell
-1,127
Closed -$107K – 881
2020
Q4 		$107K Buy
+1,127
New +$103K 0.03% 443

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

Pinnacle Wealth Planning Services's EXPD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Expeditors International (EXPD) stake by 0.27% in Q2 2026, buying an estimated $464 and bringing the position to 1,096 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #571.

Pinnacle Wealth Planning Services first reported a position in EXPD in Q4 2020 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,096 shares of Expeditors International worth $179K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Expeditors International shares in Q2 2026, an estimated $464.
  • Expeditors International made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #571 holding.
  • Pinnacle Wealth Planning Services first reported a position in Expeditors International in Q4 2020 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.