TRUE Private Wealth Advisors’s Expeditors International EXPD Stock Holding History

TRUE Private Wealth 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	$208K	Buy	+1,275	New	+$197K	0.02%	267
2025 Q1	–	Sell	-2,442	Closed	-$271K	–	235
2024 Q4	$271K	Buy	2,442 +7	+0.3%	+$835	0.03%	191
2024 Q3	$320K	Hold	2,435	–	–	0.04%	162
2024 Q2	$304K	Buy	2,435 +7	+0.3%	+$834	0.03%	223
2024 Q1	$295K	Hold	2,428	–	–	0.03%	232
2023 Q4	$309K	Buy	2,428 +6	+0.2%	+$708	0.04%	216
2023 Q3	$278K	Buy	2,422 +1	+0%	+$119	0.04%	207
2023 Q2	$293K	Buy	2,421 +7	+0.3%	+$796	0.04%	175
2023 Q1	$266K	Hold	2,414	–	–	0.04%	188
2022 Q4	$251K	Buy	2,414 +14	+0.6%	+$1.44K	0.04%	185
2022 Q3	$211K	Hold	2,400	–	–	0.03%	196
2022 Q2	$233K	Hold	2,400	–	–	0.03%	197
2022 Q1	$265K	Hold	2,400	–	–	0.04%	198
2021 Q4	$322K	Hold	2,400	–	–	0.05%	195
2021 Q3	$285K	Hold	2,400	–	–	0.04%	194
2021 Q2	$303K	Hold	2,400	–	–	0.05%	179
2021 Q1	$258K	Hold	2,400	–	–	0.04%	193
2020 Q4	$228K	Hold	2,400	–	–	0.04%	182
2020 Q3	$217K	Buy	+2,400	New	+$204K	0.04%	174
2018 Q4	–	Sell	-45	Closed	-$3.31K	–	472
2018 Q3	$3.31K	Buy	+45	New	+$3.33K	﹤0.01%	957

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's EXPD Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in Expeditors International (EXPD) in Q2 2026: 1,275 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in EXPD as recently as Q4 2024.

TRUE Private Wealth Advisors first reported a position in EXPD in Q3 2018 and has held it in 20 quarters since. The position peaked at $322K in Q4 2021. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

TRUE Private Wealth Advisors held 1,275 shares of Expeditors International worth $208K as of Q2 2026.
Expeditors International was a new TRUE Private Wealth Advisors position in Q2 2026.
Expeditors International made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #267 holding.
TRUE Private Wealth Advisors first reported a position in Expeditors International in Q3 2018 and has held it in 20 quarters since.
TRUE Private Wealth Advisors's Expeditors International position peaked at $322K in Q4 2021.
953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.