United Capital Financial Advisors’s Expeditors International EXPD Stock Holding History

United Capital Financial 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 Q1	$777K	Sell	5,428 -853	-14%	-$130K	﹤0.01%	867
2025 Q4	$936K	Buy	6,281 +1,539	+32%	+$209K	0.01%	759
2025 Q3	$581K	Buy	4,742 +583	+14%	+$69.3K	﹤0.01%	819
2025 Q2	$475K	Sell	4,159 -546	-12%	-$61.1K	﹤0.01%	798
2025 Q1	$566K	Sell	4,705 -97	-2%	-$11.2K	﹤0.01%	710
2024 Q4	$532K	Sell	4,802 -63	-1%	-$7.52K	﹤0.01%	722
2024 Q3	$639K	Sell	4,865 -457	-9%	-$56K	0.01%	662
2024 Q2	$664K	Sell	5,322 -58	-1%	-$6.91K	0.01%	633
2024 Q1	$654K	Buy	5,380 +405	+8%	+$50.1K	0.01%	665
2023 Q4	$633K	Buy	+4,975	New	+$587K	0.01%	673
2023 Q3	–	Sell	-3,479	Closed	-$421K	–	853
2023 Q2	$421K	Sell	3,479 -771	-18%	-$87.7K	﹤0.01%	707
2023 Q1	$468K	Sell	4,250 -5,554	-57%	-$603K	﹤0.01%	736
2022 Q4	$1.02M	Buy	9,804 +37	+0.4%	+$3.81K	0.01%	608
2022 Q3	$863K	Sell	9,767 -986	-9%	-$98.7K	0.01%	643
2022 Q2	$1.05M	Buy	10,753 +264	+3%	+$27K	0.01%	632
2022 Q1	$1.08M	Buy	10,489 +5,334	+103%	+$588K	0.01%	649
2021 Q4	$692K	Sell	5,155 -1,174	-19%	-$147K	﹤0.01%	778
2021 Q3	$754K	Sell	6,329 -1,500	-19%	-$188K	﹤0.01%	749
2021 Q2	$991K	Sell	7,829 -2,231	-22%	-$263K	0.01%	704
2021 Q1	$1.08M	Sell	10,060 -438,298	-98%	-$42.2M	0.01%	643
2020 Q4	$42.6M	Sell	448,358 -3,792	-0.8%	-$345K	0.26%	86
2020 Q3	$40.9M	Buy	452,150 +13,287	+3%	+$1.13M	0.27%	88
2020 Q2	$33.4M	Buy	438,863 +67,403	+18%	+$4.92M	0.24%	98
2020 Q1	$24.2M	Buy	371,460 +28,711	+8%	+$2.05M	0.2%	108
2019 Q4	$26.7M	Buy	342,749 +29,529	+9%	+$2.21M	0.17%	132
2019 Q3	$23.3M	Buy	313,220 +18,354	+6%	+$1.34M	0.16%	141
2019 Q2	$22.4M	Buy	294,866 +22,213	+8%	+$1.68M	0.15%	148
2019 Q1	$20.7M	Buy	272,653 +31,434	+13%	+$2.27M	0.15%	151
2018 Q4	$16.4M	Buy	241,219 +14,841	+7%	+$1.04M	0.13%	164
2018 Q3	$16.6M	Buy	226,378 +10,005	+5%	+$739K	0.12%	193
2018 Q2	$15.8M	Sell	216,373 -95,306	-31%	-$6.66M	0.12%	191
2018 Q1	$19.7M	Buy	311,679 +17,329	+6%	+$1.11M	0.15%	157
2017 Q4	$19M	Buy	294,350 +10,932	+4%	+$670K	0.15%	158
2017 Q3	$17M	Buy	283,418 +12,354	+5%	+$707K	0.14%	165
2017 Q2	$15.3M	Buy	271,064 +20,529	+8%	+$1.13M	0.14%	171
2017 Q1	$14.2M	Buy	250,535 +27,753	+12%	+$1.52M	0.13%	181
2016 Q4	$11.8M	Buy	222,782 +19,512	+10%	+$1.02M	0.11%	208
2016 Q3	$10.5M	Buy	203,270 +133,344	+191%	+$6.75M	0.1%	242
2016 Q2	$3.43M	Buy	69,926 +30,343	+77%	+$1.47M	0.03%	442
2016 Q1	$1.93M	Buy	39,583 +22,096	+126%	+$1.01M	0.02%	540
2015 Q4	$789K	Buy	17,487 +10,192	+140%	+$494K	0.01%	754
2015 Q3	$343K	Buy	+7,295	New	+$345K	﹤0.01%	1019
2014 Q2	–	Sell	-9,214	Closed	-$365K	–	837
2014 Q1	$365K	Sell	9,214 -263	-3%	-$10.8K	0.01%	725
2013 Q4	$419K	Buy	9,477 +420	+5%	+$18.3K	0.01%	459
2013 Q3	$399K	Sell	9,057 -101	-1%	-$4.19K	0.01%	495
2013 Q2	$348K	Buy	+9,158	New	+$343K	0.01%	572

Other funds holding EXPD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's EXPD Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Expeditors International (EXPD) stake by 14% in Q1 2026, selling an estimated $130K and leaving 5,428 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

United Capital Financial Advisors first reported a position in EXPD in Q2 2013 and has held it in 46 quarters since. The position peaked at $42.6M in Q4 2020. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

United Capital Financial Advisors held 5,428 shares of Expeditors International worth $777K as of Q1 2026.
United Capital Financial Advisors sold 853 Expeditors International shares in Q1 2026, an estimated $130K.
Expeditors International made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #867 holding.
United Capital Financial Advisors first reported a position in Expeditors International in Q2 2013 and has held it in 46 quarters since.
United Capital Financial Advisors's Expeditors International position peaked at $42.6M in Q4 2020.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.