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Triad Wealth Partners’s Expeditors International EXPD Stock Holding History

Triad Wealth Partners’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 		$247K Sell
1,447
-3,033
-68% -$469K 0.01% 488
2026
Q1 		$642K Buy
4,480
+171
+4% +$26K 0.05% 233
2025
Q4 		$642K Buy
+4,309
New +$586K 0.06% 214

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

Triad Wealth Partners's EXPD Position: Q2 2026 in Review

Triad Wealth Partners reduced its Expeditors International (EXPD) stake by 68% in Q2 2026, selling an estimated $469K and leaving 1,447 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #488.

Triad Wealth Partners first reported a position in EXPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $642K in Q4 2025. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Triad Wealth Partners held 1,447 shares of Expeditors International worth $247K as of Q2 2026.
  • Triad Wealth Partners sold 3,033 Expeditors International shares in Q2 2026, an estimated $469K.
  • Expeditors International made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #488 holding.
  • Triad Wealth Partners first reported a position in Expeditors International in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Expeditors International position peaked at $642K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.