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Simplicity Wealth’s Expeditors International EXPD Stock Holding History

Simplicity Wealth’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 		$623K Sell
3,822
-51
-1% -$7.89K 0.02% 559
2026
Q1 		$555K Buy
3,873
+163
+4% +$24.8K 0.03% 434
2025
Q4 		$553K Sell
3,710
-408
-10% -$55.5K 0.03% 404
2025
Q3 		$505K Sell
4,118
-3,946
-49% -$469K 0.03% 437
2025
Q2 		$921K Buy
8,064
+1,767
+28% +$198K 0.04% 345
2025
Q1 		$757K Buy
6,297
+3,732
+145% +$430K 0.06% 283
2024
Q4 		$284K Sell
2,565
-4,407
-63% -$526K 0.06% 248
2024
Q3 		$916K Buy
6,972
+2,715
+64% +$332K 0.08% 210
2024
Q2 		$531K Sell
4,257
-80
-2% -$9.53K 0.01% 734
2024
Q1 		$527K Buy
+4,337
New +$536K 0.01% 716

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

Simplicity Wealth's EXPD Position: Q2 2026 in Review

Simplicity Wealth reduced its Expeditors International (EXPD) stake by 1.3% in Q2 2026, selling an estimated $7.89K and leaving 3,822 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #559.

Simplicity Wealth first reported a position in EXPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $921K in Q2 2025. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Simplicity Wealth held 3,822 shares of Expeditors International worth $623K as of Q2 2026.
  • Simplicity Wealth sold 51 Expeditors International shares in Q2 2026, an estimated $7.89K.
  • Expeditors International made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #559 holding.
  • Simplicity Wealth first reported a position in Expeditors International in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Expeditors International position peaked at $921K in Q2 2025.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.