Values First Advisors
EXPD icon

Values First Advisors’s Expeditors International EXPD Stock Holding History

Values First 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
Q3 		$2.3M Sell
12,481
-235
-2% -$42.7K 1.08% 21
2026
Q2 		$2.07M Sell
12,716
-2,796
-18% -$432K 0.95% 33
2026
Q1 		$2.22M Sell
15,512
-121
-0.8% -$18.4K 1.16% 20
2025
Q4 		$2.33M Sell
15,633
-680
-4% -$92.5K 1.21% 15
2025
Q3 		$2M Sell
16,313
-170
-1% -$20.2K 1.07% 25
2025
Q2 		$1.88M Buy
16,483
+654
+4% +$73.2K 1.03% 20
2025
Q1 		$1.9M Buy
15,829
+86
+0.5% +$9.9K 1.11% 20
2024
Q4 		$1.74M Sell
15,743
-661
-4% -$78.9K 0.96% 27
2024
Q3 		$2.16M Sell
16,404
-178
-1% -$21.8K 1.17% 22
2024
Q2 		$2.07M Buy
16,582
+112
+0.7% +$13.3K 1.24% 21
2024
Q1 		$2M Sell
16,470
-322
-2% -$39.8K 1.17% 27
2023
Q4 		$2.14M Buy
16,792
+326
+2% +$38.4K 1.29% 20
2023
Q3 		$1.89M Sell
16,466
-194
-1% -$23.1K 1.22% 18
2023
Q2 		$2.02M Sell
16,660
-2,241
-12% -$255K 1.22% 18
2023
Q1 		$2.08M Buy
18,901
+165
+0.9% +$17.9K 1.33% 14
2022
Q4 		$1.95M Sell
18,736
-353
-2% -$36.4K 1.36% 16
2022
Q3 		$1.69M Buy
19,089
+413
+2% +$41.3K 1.21% 23
2022
Q2 		$1.82M Buy
18,676
+2,270
+14% +$233K 1.29% 19
2022
Q1 		$1.69M Buy
16,406
+195
+1% +$21.5K 1.07% 30
2021
Q4 		$2.18M Sell
16,211
-2,508
-13% -$314K 1.29% 18
2021
Q3 		$2.23M Buy
18,719
+246
+1% +$30.8K 1.44% 18
2021
Q2 		$2.34M Buy
18,473
+2,408
+15% +$284K 1.59% 12
2021
Q1 		$1.73M Buy
16,065
+342
+2% +$32.9K 1.28% 24
2020
Q4 		$1.5M Buy
15,723
+17
+0.1% +$1.55K 1.19% 28
2020
Q3 		$1.42M Buy
15,706
+269
+2% +$22.9K 1.31% 21
2020
Q2 		$1.17M Sell
15,437
-2,486
-14% -$182K 1.16% 32
2020
Q1 		$1.2M Buy
17,923
+1,826
+11% +$130K 1.44% 18
2019
Q4 		$1.26M Buy
+16,097
New +$1.21M 1.21% 31

Other funds holding EXPD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Values First Advisors's EXPD Position: Q3 2026 in Review

Values First Advisors reduced its Expeditors International (EXPD) stake by 1.8% in Q3 2026, selling an estimated $42.7K and leaving 12,481 shares worth $2.3M. The position accounts for 1.08% of the portfolio, ranked #21.

Values First Advisors first reported a position in EXPD in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.34M in Q2 2021. 295 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Values First Advisors held 12,481 shares of Expeditors International worth $2.3M as of Q3 2026.
  • Values First Advisors sold 235 Expeditors International shares in Q3 2026, an estimated $42.7K.
  • Expeditors International made up 1.08% of Values First Advisors's portfolio in Q3 2026, its #21 holding.
  • Values First Advisors first reported a position in Expeditors International in Q4 2019 and has held it in 28 quarters since.
  • Values First Advisors's Expeditors International position peaked at $2.34M in Q2 2021.
  • 295 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.