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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Partners's EXPD Position: Q1 2026 in Review

Private Wealth Partners held its Expeditors International (EXPD) position steady in Q1 2026 at 1,450 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #163.

Private Wealth Partners first reported a position in EXPD in Q3 2013 and has held it in 5 quarters since. The position peaked at $221K in Q4 2013. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

Private Wealth Partners held 1,450 shares of Expeditors International worth $208K as of Q1 2026.
Private Wealth Partners left its Expeditors International share count unchanged in Q1 2026.
Expeditors International made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #163 holding.
Private Wealth Partners first reported a position in Expeditors International in Q3 2013 and has held it in 5 quarters since.
Private Wealth Partners's Expeditors International position peaked at $221K in Q4 2013.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.