SWM
EXPD icon

Spire Wealth Management’s Expeditors International EXPD Stock Holding History

Spire Wealth Management’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 		$2.12K Sell
13
-2,189
-99% -$339K ﹤0.01% 2000
2026
Q1 		$315K Buy
2,202
+65
+3% +$9.88K 0.01% 659
2025
Q4 		$318K Buy
2,137
+2,023
+1,775% +$275K 0.01% 660
2025
Q3 		$14K Sell
114
-608
-84% -$72.3K ﹤0.01% 1638
2025
Q2 		$82.5K Buy
722
+608
+533% +$68.1K ﹤0.01% 1041
2025
Q1 		$13.7K Sell
114
-2
-2% -$230 ﹤0.01% 1735
2024
Q4 		$12.8K Buy
116
+7
+6% +$835 ﹤0.01% 1772
2024
Q3 		$14.3K Buy
109
+1
+0.9% +$122 ﹤0.01% 1537
2024
Q2 		$13.5K Buy
108
+3
+3% +$357 ﹤0.01% 1552
2024
Q1 		$12.8K Hold
105
– – ﹤0.01% 1639
2023
Q4 		$13.4K Buy
105
+2
+2% +$236 ﹤0.01% 1659
2023
Q3 		$11.8K Sell
103
-5,833
-98% -$693K ﹤0.01% 1682
2023
Q2 		$719K Sell
5,936
-187
-3% -$21.3K 0.03% 414
2023
Q1 		$674K Buy
6,123
+5,994
+4,647% +$651K 0.03% 422
2022
Q4 		$13K Sell
129
-160
-55% -$16.5K ﹤0.01% 1520
2022
Q3 		$26K Buy
289
+22
+8% +$2.2K ﹤0.01% 1221
2022
Q2 		$26K Sell
267
-68
-20% -$6.97K ﹤0.01% 1555
2022
Q1 		$35K Sell
335
-77
-19% -$8.49K ﹤0.01% 1586
2021
Q4 		$55K Buy
412
+167
+68% +$20.9K ﹤0.01% 1673
2021
Q3 		$29K Buy
245
+3
+1% +$376 ﹤0.01% 1699
2021
Q2 		$31K Sell
242
-1,730
-88% -$204K ﹤0.01% 1681
2021
Q1 		$212K Buy
+1,972
New +$190K 0.01% 1039

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

Spire Wealth Management's EXPD Position: Q2 2026 in Review

Spire Wealth Management reduced its Expeditors International (EXPD) stake by 99% in Q2 2026, selling an estimated $339K and leaving 13 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Spire Wealth Management first reported a position in EXPD in Q1 2021 and has held it in 22 quarters since. The position peaked at $719K in Q2 2023. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Spire Wealth Management held 13 shares of Expeditors International worth $2.12K as of Q2 2026.
  • Spire Wealth Management sold 2,189 Expeditors International shares in Q2 2026, an estimated $339K.
  • Expeditors International made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2000 holding.
  • Spire Wealth Management first reported a position in Expeditors International in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Expeditors International position peaked at $719K in Q2 2023.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.