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Private Wealth Management Group’s Expeditors International EXPD Stock Holding History

Private Wealth Management Group’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 		$27.5K Hold
169
– – 0.01% 309
2026
Q1 		$24.2K Buy
169
+4
+2% +$608 0.01% 283
2025
Q4 		$24.6K Hold
165
– – 0.01% 282
2025
Q3 		$20.2K Hold
165
– – 0.01% 327
2025
Q2 		$18.9K Sell
165
-1
-0.6% -$112 0.01% 317
2025
Q1 		$20K Sell
166
-13
-7% -$1.5K 0.01% 298
2024
Q4 		$19.8K Sell
179
-8
-4% -$955 0.01% 304
2024
Q3 		$24.6K Buy
187
+9
+5% +$1.1K 0.01% 254
2024
Q2 		$22.2K Buy
178
+43
+32% +$5.12K 0.01% 259
2024
Q1 		$16.4K Hold
135
– – 0.01% 308
2023
Q4 		$17.2K Buy
+135
New +$15.9K 0.01% 287

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

Private Wealth Management Group's EXPD Position: Q2 2026 in Review

Private Wealth Management Group held its Expeditors International (EXPD) position steady in Q2 2026 at 169 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #309.

Private Wealth Management Group first reported a position in EXPD in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Private Wealth Management Group held 169 shares of Expeditors International worth $27.5K as of Q2 2026.
  • Private Wealth Management Group left its Expeditors International share count unchanged in Q2 2026.
  • Expeditors International made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #309 holding.
  • Private Wealth Management Group first reported a position in Expeditors International in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.