Root Financial Partners
EXPD icon

Root Financial Partners’s Expeditors International EXPD Stock Holding History

Root Financial 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
Q3 		$109K Buy
+588
New +$107K ﹤0.01% 700
2026
Q2 		– Sell
-453
Closed -$64.9K – 1304
2026
Q1 		$64.9K Buy
453
+51
+13% +$7.75K ﹤0.01% 749
2025
Q4 		$59.9K Sell
402
-202
-33% -$27.5K ﹤0.01% 649
2025
Q3 		$74K Buy
+604
New +$71.8K ﹤0.01% 536

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Root Financial Partners's EXPD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Expeditors International (EXPD) in Q3 2026: 588 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXPD as recently as Q1 2026.

Root Financial Partners first reported a position in EXPD in Q3 2025 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Root Financial Partners held 588 shares of Expeditors International worth $109K as of Q3 2026.
  • Expeditors International was a new Root Financial Partners position in Q3 2026.
  • Expeditors International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #700 holding.
  • Root Financial Partners first reported a position in Expeditors International in Q3 2025 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.