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Sound Financial Strategies Group’s Expeditors International EXPD Stock Holding History

Sound Financial Strategies Group’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 		$349K Buy
2,141
+16
+0.8% +$2.47K 0.22% 70
2026
Q1 		$304K Sell
2,125
-2,989
-58% -$454K 0.21% 71
2025
Q4 		$762K Buy
5,114
+632
+14% +$86K 0.54% 44
2025
Q3 		$549K Sell
4,482
-2,040
-31% -$243K 0.4% 87
2025
Q2 		$745K Buy
6,522
+1,870
+40% +$209K 0.63% 57
2025
Q1 		$559K Sell
4,652
-2,586
-36% -$298K 0.5% 77
2024
Q4 		$802K Buy
7,238
+979
+16% +$117K 0.67% 54
2024
Q3 		$822K Buy
6,259
+94
+2% +$11.5K 0.66% 30
2024
Q2 		$769K Buy
6,165
+1,218
+25% +$145K 0.67% 19
2024
Q1 		$601K Sell
4,947
-64
-1% -$7.91K 0.5% 39
2023
Q4 		$637K Sell
5,011
-2,830
-36% -$334K 0.54% 25
2023
Q3 		$899K Sell
7,841
-597
-7% -$71K 0.74% 26
2023
Q2 		$1.02M Sell
8,438
-1,046
-11% -$119K 0.75% 24
2023
Q1 		$1.04M Sell
9,484
-91
-1% -$9.88K 0.7% 26
2022
Q4 		$995K Buy
+9,575
New +$987K 0.72% 38
2022
Q1 		– Sell
-4,739
Closed -$636K – 80
2021
Q4 		$636K Sell
4,739
-95
-2% -$11.9K 0.32% 57
2021
Q3 		$576K Sell
4,834
-4
-0.1% -$501 0.29% 63
2021
Q2 		$612K Sell
4,838
-1,457
-23% -$172K 0.3% 60
2021
Q1 		$678K Sell
6,295
-832
-12% -$80.1K 0.35% 17
2020
Q4 		$678K Buy
+7,127
New +$649K 0.37% 23

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

Sound Financial Strategies Group's EXPD Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Expeditors International (EXPD) stake by 0.75% in Q2 2026, buying an estimated $2.47K and bringing the position to 2,141 shares worth $349K. The position accounts for 0.22% of the portfolio, ranked #70.

Sound Financial Strategies Group first reported a position in EXPD in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2023. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Sound Financial Strategies Group held 2,141 shares of Expeditors International worth $349K as of Q2 2026.
  • Sound Financial Strategies Group bought 16 Expeditors International shares in Q2 2026, an estimated $2.47K.
  • Expeditors International made up 0.22% of Sound Financial Strategies Group's portfolio in Q2 2026, its #70 holding.
  • Sound Financial Strategies Group first reported a position in Expeditors International in Q4 2020 and has held it in 20 quarters since.
  • Sound Financial Strategies Group's Expeditors International position peaked at $1.04M in Q1 2023.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.