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Sunrise Financial Services’s Expeditors International EXPD Stock Holding History

Sunrise 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 		$2.12K Buy
13
+2
+18% +$309 ﹤0.01% 379
2026
Q1 		$1.58K Hold
11
– – ﹤0.01% 438
2025
Q4 		$1.64K Buy
+11
New +$1.5K ﹤0.01% 397

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

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

Sunrise Financial Services increased its Expeditors International (EXPD) stake by 18% in Q2 2026, buying an estimated $309 and bringing the position to 13 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Sunrise Financial Services first reported a position in EXPD in Q4 2025 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Sunrise Financial Services held 13 shares of Expeditors International worth $2.12K as of Q2 2026.
  • Sunrise Financial Services bought 2 Expeditors International shares in Q2 2026, an estimated $309.
  • Expeditors International made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #379 holding.
  • Sunrise Financial Services first reported a position in Expeditors International in Q4 2025 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.