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EXPD icon

Summit Trail Advisors’s Expeditors International EXPD Stock Holding History

Summit Trail 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 		$74.4M Sell
456,248
-29,469
-6% -$4.56M 0.94% 16
2026
Q1 		$59.2M Buy
485,717
+475,623
+4,712% +$72.3M 0.85% 19
2025
Q4 		$1.5M Sell
10,094
-544,230
-98% -$74.1M 0.03% 589
2025
Q3 		$68M Buy
554,324
+180,010
+48% +$21.4M 0.94% 16
2025
Q2 		$42.8M Buy
+374,314
New +$41.9M 0.73% 21
2024
Q4 		– Sell
-370,993
Closed -$48.7M – 513
2024
Q3 		$48.7M Buy
370,993
+301
+0.1% +$36.9K 1.21% 16
2024
Q2 		$46.3M Buy
370,692
+1,066
+0.3% +$127K 1.22% 16
2024
Q1 		$44.9M Buy
369,626
+206
+0.1% +$25.5K 1.19% 12
2023
Q4 		$47M Buy
369,420
+11,000
+3% +$1.3M 1.55% 10
2023
Q3 		$41.1M Buy
358,420
+701
+0.2% +$83.3K 1.51% 10
2023
Q2 		$43.3M Buy
357,719
+384
+0.1% +$43.7K 1.63% 10
2023
Q1 		$39.3M Sell
357,335
-14
-0% -$1.52K 1.59% 8
2022
Q4 		$37.1M Sell
357,349
-161
-0% -$16.6K 1.65% 7
2022
Q3 		$31.6M Buy
357,510
+123
+0% +$12.3K 1.71% 8
2022
Q2 		$34.8M Buy
357,387
+121
+0% +$12.4K 2.15% 7
2022
Q1 		$36.9M Sell
357,266
-21
-0% -$2.32K 2.98% 6
2021
Q4 		$48M Buy
357,287
+16
+0% +$2K 3.09% 6
2021
Q3 		$42.6M Buy
357,271
+94
+0% +$11.8K 3.19% 6
2021
Q2 		$45.2M Sell
357,177
-4,305
-1% -$508K 3.96% 5
2021
Q1 		$38.9M Sell
361,482
-135
-0% -$13K 4.2% 5
2020
Q4 		$34.4M Sell
361,617
-1,096
-0.3% -$99.8K 4.34% 3
2020
Q3 		$31.8M Sell
362,713
-52,911
-13% -$4.51M 6.16% 3
2020
Q2 		$31.6M Sell
415,624
-110
-0% -$8.04K 5.9% 4
2020
Q1 		$27.7M Buy
+415,734
New +$29.7M 7.46% 2
2019
Q4 		– Sell
-400,009
Closed -$29.7M – 84
2019
Q3 		$29.7M Buy
+400,009
New +$29.3M 10.56% 3
2018
Q2 		– Sell
-35,894
Closed -$1.84M – 538
2018
Q1 		$1.84M Buy
35,894
+7,285
+25% +$468K 0.31% 63
2017
Q4 		$1.91M Buy
+28,609
New +$1.75M 0.24% 79

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

Summit Trail Advisors's EXPD Position: Q2 2026 in Review

Summit Trail Advisors reduced its Expeditors International (EXPD) stake by 6.1% in Q2 2026, selling an estimated $4.56M and leaving 456,248 shares worth $74.4M. The position accounts for 0.94% of the portfolio, ranked #16.

Summit Trail Advisors first reported a position in EXPD in Q4 2017 and has held it in 27 quarters since. 954 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Summit Trail Advisors held 456,248 shares of Expeditors International worth $74.4M as of Q2 2026.
  • Summit Trail Advisors sold 29,469 Expeditors International shares in Q2 2026, an estimated $4.56M.
  • Expeditors International made up 0.94% of Summit Trail Advisors's portfolio in Q2 2026, its #16 holding.
  • Summit Trail Advisors first reported a position in Expeditors International in Q4 2017 and has held it in 27 quarters since.
  • 954 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.