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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
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

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

Root Financial Partners's EXPD Position: Q2 2026 in Review

Root Financial Partners sold out of Expeditors International (EXPD) in Q2 2026, closing a stake of 453 shares — an estimated $64.9K sold.

Root Financial Partners first reported a position in EXPD in Q3 2025 and held it in 3 quarters. The position peaked at $74K in Q3 2025. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Root Financial Partners reported no remaining Expeditors International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 453 Expeditors International shares in Q2 2026, an estimated $64.9K.
  • Root Financial Partners first reported a position in Expeditors International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Expeditors International position peaked at $74K in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.