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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
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

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's EXPD Position: Q1 2026 in Review

Root Financial Partners increased its Expeditors International (EXPD) stake by 13% in Q1 2026, buying an estimated $7.75K and bringing the position to 453 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Root Financial Partners first reported a position in EXPD in Q3 2025 and has held it in 3 quarters since. The position peaked at $74K in Q3 2025. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Root Financial Partners held 453 shares of Expeditors International worth $64.9K as of Q1 2026.
  • Root Financial Partners bought 51 Expeditors International shares in Q1 2026, an estimated $7.75K.
  • Expeditors International made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #749 holding.
  • Root Financial Partners first reported a position in Expeditors International in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Expeditors International position peaked at $74K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.