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Valued Wealth Advisors’s Expeditors International EXPD Stock Holding History

Valued 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 		$11.8K Buy
72
+25
+53% +$3.87K ﹤0.01% 283
2026
Q1 		$6.76K Buy
47
+24
+104% +$3.65K ﹤0.01% 345
2025
Q4 		$3.46K Sell
23
-1
-4% -$136 ﹤0.01% 348
2025
Q3 		$2.96K Hold
24
– – ﹤0.01% 347
2025
Q2 		$2.76K Sell
24
-48
-67% -$5.37K ﹤0.01% 350
2025
Q1 		$8.66K Sell
72
-9
-11% -$1.04K 0.01% 250
2024
Q4 		$8.97K Buy
81
+11
+16% +$1.31K 0.01% 248
2024
Q3 		$9.2K Sell
70
-8
-10% -$980 0.01% 221
2024
Q2 		$9.73K Sell
78
-1
-1% -$119 0.01% 200
2024
Q1 		$9.61K Buy
79
+47
+147% +$5.81K 0.01% 186
2023
Q4 		$3.67K Buy
+32
New +$3.77K ﹤0.01% 231

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

Valued Wealth Advisors's EXPD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Expeditors International (EXPD) stake by 53% in Q2 2026, buying an estimated $3.87K and bringing the position to 72 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Valued Wealth Advisors first reported a position in EXPD in Q4 2023 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Valued Wealth Advisors held 72 shares of Expeditors International worth $11.8K as of Q2 2026.
  • Valued Wealth Advisors bought 25 Expeditors International shares in Q2 2026, an estimated $3.87K.
  • Expeditors International made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • Valued Wealth Advisors first reported a position in Expeditors International in Q4 2023 and has held it in 11 quarters since.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.