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SlateStone Wealth’s Expeditors International EXPD Stock Holding History

SlateStone 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 		$1.42M Sell
8,715
-150
-2% -$23.2K 0.11% 139
2026
Q1 		$1.27M Buy
8,865
+525
+6% +$79.8K 0.1% 144
2025
Q4 		$1.24M Hold
8,340
– – 0.1% 145
2025
Q3 		$1.02M Hold
8,340
– – 0.09% 157
2025
Q2 		$953K Hold
8,340
– – 0.09% 159
2025
Q1 		$1M Hold
8,340
– – 0.1% 148
2024
Q4 		$924K Buy
8,340
+250
+3% +$29.8K 0.09% 157
2024
Q3 		$1.06M Hold
8,090
– – 0.1% 151
2024
Q2 		$1.01M Sell
8,090
-62
-0.8% -$7.39K 0.11% 145
2024
Q1 		$991K Buy
+8,152
New +$1.01M 0.1% 147
2021
Q1 		– Sell
-6,495
Closed -$618K – 169
2020
Q4 		$618K Sell
6,495
-200
-3% -$18.2K 0.15% 105
2020
Q3 		$606K Sell
6,695
-150
-2% -$12.8K 0.13% 118
2020
Q2 		$520K Hold
6,845
– – 0.12% 127
2020
Q1 		$457K Sell
6,845
-600
-8% -$42.8K 0.13% 121
2019
Q4 		$581K Hold
7,445
– – 0.13% 118
2019
Q3 		$553K Sell
7,445
-125
-2% -$9.16K 0.16% 100
2019
Q2 		$574K Sell
7,570
-200
-3% -$15.1K 0.16% 106
2019
Q1 		$590K Buy
7,770
+600
+8% +$43.3K 0.18% 94
2018
Q4 		$488K Buy
+7,170
New +$504K 0.22% 72

Other funds holding EXPD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SlateStone Wealth's EXPD Position: Q2 2026 in Review

SlateStone Wealth reduced its Expeditors International (EXPD) stake by 1.7% in Q2 2026, selling an estimated $23.2K and leaving 8,715 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #139.

SlateStone Wealth first reported a position in EXPD in Q4 2018 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • SlateStone Wealth held 8,715 shares of Expeditors International worth $1.42M as of Q2 2026.
  • SlateStone Wealth sold 150 Expeditors International shares in Q2 2026, an estimated $23.2K.
  • Expeditors International made up 0.11% of SlateStone Wealth's portfolio in Q2 2026, its #139 holding.
  • SlateStone Wealth first reported a position in Expeditors International in Q4 2018 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.