SFS
EXPD icon

Sowell Financial Services’s Expeditors International EXPD Stock Holding History

Sowell Financial Services’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 		$322K Buy
1,976
+98
+5% +$15.2K 0.01% 845
2026
Q1 		$269K Sell
1,878
-285
-13% -$43.3K 0.01% 877
2025
Q4 		$322K Buy
2,163
+10
+0.5% +$1.36K 0.01% 808
2025
Q3 		$264K Buy
2,153
+217
+11% +$25.8K 0.01% 865
2025
Q2 		$221K Buy
1,936
+269
+16% +$30.1K 0.01% 919
2025
Q1 		$200K Buy
+1,667
New +$192K 0.01% 933
2021
Q2 		– Sell
-1,444
Closed -$167K – 1211
2021
Q1 		$167K Sell
1,444
-1,378
-49% -$133K 0.01% 1144
2020
Q4 		$268K Sell
2,822
-709
-20% -$64.6K 0.01% 741
2020
Q3 		$320K Sell
3,531
-2,322
-40% -$198K 0.02% 593
2020
Q2 		$445K Buy
5,853
+1,952
+50% +$143K 0.02% 490
2020
Q1 		$260K Sell
3,901
-321
-8% -$22.9K 0.02% 588
2019
Q4 		$329K Buy
4,222
+3,718
+738% +$279K 0.03% 570
2019
Q3 		$37K Buy
+504
New +$36.9K ﹤0.01% 1085

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

Sowell Financial Services's EXPD Position: Q2 2026 in Review

Sowell Financial Services increased its Expeditors International (EXPD) stake by 5.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,976 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #845.

Sowell Financial Services first reported a position in EXPD in Q3 2019 and has held it in 13 quarters since. The position peaked at $445K in Q2 2020. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Sowell Financial Services held 1,976 shares of Expeditors International worth $322K as of Q2 2026.
  • Sowell Financial Services bought 98 Expeditors International shares in Q2 2026, an estimated $15.2K.
  • Expeditors International made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #845 holding.
  • Sowell Financial Services first reported a position in Expeditors International in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Expeditors International position peaked at $445K in Q2 2020.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.