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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
2022
Q2 		– Sell
-2,400
Closed -$248K – 1141
2022
Q1 		$248K Buy
+2,400
New +$265K ﹤0.01% 1053

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
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. 908 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.
  • 908 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.