Sage Mountain Advisors’s Expeditors International EXPD Stock Holding History

Sage Mountain Advisors’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	–	Sell	-2,119	Closed	-$316K	–	386
2025 Q4	$316K	Sell	2,119 -155	-7%	-$21.1K	0.02%	373
2025 Q3	$279K	Buy	+2,274	New	+$270K	0.02%	384

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

Sage Mountain Advisors's EXPD Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Expeditors International (EXPD) in Q1 2026, closing a stake of 2,119 shares — an estimated $316K sold.

Sage Mountain Advisors first reported a position in EXPD in Q3 2025 and held it in 2 quarters. The position peaked at $316K in Q4 2025. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

Sage Mountain Advisors reported no remaining Expeditors International position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 2,119 Expeditors International shares in Q1 2026, an estimated $316K.
Sage Mountain Advisors first reported a position in Expeditors International in Q3 2025 and held it in 2 quarters.
Sage Mountain Advisors's Expeditors International position peaked at $316K in Q4 2025.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.