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Soltis Investment Advisors’s Expeditors International EXPD Stock Holding History

Soltis Investment 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 		$764K Buy
4,689
+47
+1% +$7.27K 0.04% 285
2026
Q1 		$665K Buy
4,642
+110
+2% +$16.7K 0.04% 285
2025
Q4 		$675K Buy
4,532
+29
+0.6% +$3.95K 0.04% 271
2025
Q3 		$552K Sell
4,503
-114
-2% -$13.6K 0.04% 283
2025
Q2 		$527K Buy
4,617
+14
+0.3% +$1.57K 0.04% 250
2025
Q1 		$553K Sell
4,603
-110
-2% -$12.7K 0.05% 228
2024
Q4 		$522K Sell
4,713
-29
-0.6% -$3.46K 0.05% 233
2024
Q3 		$623K Buy
4,742
+4
+0.1% +$490 0.06% 208
2024
Q2 		$591K Sell
4,738
-348
-7% -$41.5K 0.06% 195
2024
Q1 		$618K Buy
5,086
+2,797
+122% +$346K 0.07% 181
2023
Q4 		$291K Buy
2,289
+42
+2% +$4.95K 0.03% 237
2023
Q3 		$258K Buy
2,247
+99
+5% +$11.8K 0.03% 234
2023
Q2 		$260K Buy
2,148
+54
+3% +$6.14K 0.03% 226
2023
Q1 		$231K Sell
2,094
-23
-1% -$2.5K 0.03% 233
2022
Q4 		$220K Buy
+2,117
New +$218K 0.03% 228

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's EXPD Position: Q2 2026 in Review

Soltis Investment Advisors increased its Expeditors International (EXPD) stake by 1% in Q2 2026, buying an estimated $7.27K and bringing the position to 4,689 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #285.

Soltis Investment Advisors first reported a position in EXPD in Q4 2022 and has held it in 15 quarters since. 959 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Soltis Investment Advisors held 4,689 shares of Expeditors International worth $764K as of Q2 2026.
  • Soltis Investment Advisors bought 47 Expeditors International shares in Q2 2026, an estimated $7.27K.
  • Expeditors International made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Soltis Investment Advisors first reported a position in Expeditors International in Q4 2022 and has held it in 15 quarters since.
  • 959 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.