SIM
EXPD icon

Synergy Investment Management’s Expeditors International EXPD Stock Holding History

Synergy Investment 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 		$4.76K Buy
28
+26
+1,300% +$4.02K ﹤0.01% 764
2026
Q1 		$286 Buy
+2
New +$304 ﹤0.01% 862

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

Synergy Investment Management's EXPD Position: Q2 2026 in Review

Synergy Investment Management increased its Expeditors International (EXPD) stake by 1,300% in Q2 2026, buying an estimated $4.02K and bringing the position to 28 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Synergy Investment Management first reported a position in EXPD in Q1 2026 and has held it in 2 quarters since. 949 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Synergy Investment Management held 28 shares of Expeditors International worth $4.76K as of Q2 2026.
  • Synergy Investment Management bought 26 Expeditors International shares in Q2 2026, an estimated $4.02K.
  • Expeditors International made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #764 holding.
  • Synergy Investment Management first reported a position in Expeditors International in Q1 2026 and has held it in 2 quarters since.
  • 949 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.