Private Wealth Partners’s Expeditors International EXPD Stock Holding History

Private Wealth Partners’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	$236K	Hold	1,450	–	–	0.02%	161
2026 Q1	$208K	Hold	1,450	–	–	0.02%	163
2025 Q4	$216K	Buy	+1,450	New	+$197K	0.02%	162
2024 Q1	–	Sell	-1,600	Closed	-$204K	–	166
2023 Q4	$204K	Buy	+1,600	New	+$189K	0.02%	163
2014 Q1	–	Sell	-5,000	Closed	-$221K	–	163
2013 Q4	$221K	Hold	5,000	–	–	0.05%	164
2013 Q3	$220K	Buy	+5,000	New	+$207K	0.05%	161

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Partners's EXPD Position: Q2 2026 in Review

Private Wealth Partners held its Expeditors International (EXPD) position steady in Q2 2026 at 1,450 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #161.

Private Wealth Partners first reported a position in EXPD in Q3 2013 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Private Wealth Partners held 1,450 shares of Expeditors International worth $236K as of Q2 2026.
Private Wealth Partners left its Expeditors International share count unchanged in Q2 2026.
Expeditors International made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #161 holding.
Private Wealth Partners first reported a position in Expeditors International in Q3 2013 and has held it in 6 quarters since.
955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.