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United Financial Planning Group’s Expeditors International EXPD Stock Holding History

United Financial Planning Group’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 		– Sell
-22
Closed -$3.15K – 490
2026
Q1 		$3.15K Hold
22
– – ﹤0.01% 393
2025
Q4 		$3.28K Buy
+22
New +$2.99K ﹤0.01% 301

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

United Financial Planning Group's EXPD Position: Q2 2026 in Review

United Financial Planning Group sold out of Expeditors International (EXPD) in Q2 2026, closing a stake of 22 shares — an estimated $3.15K sold.

United Financial Planning Group first reported a position in EXPD in Q4 2025 and held it in 2 quarters. The position peaked at $3.28K in Q4 2025. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • United Financial Planning Group reported no remaining Expeditors International position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 22 Expeditors International shares in Q2 2026, an estimated $3.15K.
  • United Financial Planning Group first reported a position in Expeditors International in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Expeditors International position peaked at $3.28K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.