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Sequoia Financial Advisors’s Expeditors International EXPD Stock Holding History

Sequoia Financial 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
Q2 		$1.47M Sell
9,028
-1,278
-12% -$198K 0.01% 770
2026
Q1 		$1.48M Buy
10,306
+1,992
+24% +$303K 0.01% 722
2025
Q4 		$1.24M Buy
8,314
+3,007
+57% +$409K 0.01% 786
2025
Q3 		$651K Buy
5,307
+2,361
+80% +$281K ﹤0.01% 998
2025
Q2 		$337K Buy
2,946
+218
+8% +$24.4K ﹤0.01% 1213
2025
Q1 		$328K Sell
2,728
-303
-10% -$34.9K ﹤0.01% 1027
2024
Q4 		$336K Buy
3,031
+287
+10% +$34.2K ﹤0.01% 978
2024
Q3 		$361K Buy
2,744
+178
+7% +$21.8K ﹤0.01% 890
2024
Q2 		$320K Buy
2,566
+243
+10% +$28.9K ﹤0.01% 860
2024
Q1 		$282K Sell
2,323
-2,932
-56% -$362K ﹤0.01% 886
2023
Q4 		$668K Buy
+5,255
New +$620K 0.01% 654

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

Sequoia Financial Advisors's EXPD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Expeditors International (EXPD) stake by 12% in Q2 2026, selling an estimated $198K and leaving 9,028 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #770.

Sequoia Financial Advisors first reported a position in EXPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2026. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Sequoia Financial Advisors held 9,028 shares of Expeditors International worth $1.47M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,278 Expeditors International shares in Q2 2026, an estimated $198K.
  • Expeditors International made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #770 holding.
  • Sequoia Financial Advisors first reported a position in Expeditors International in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Expeditors International position peaked at $1.48M in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.