Venturi Wealth Management’s Expeditors International EXPD Stock Holding History

Venturi Wealth Management’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	$388K	Buy	2,380 +9	+0.4%	+$1.39K	0.02%	437
2026 Q1	$340K	Sell	2,371 -251	-10%	-$38.1K	0.02%	438
2025 Q4	$391K	Buy	2,622 +49	+2%	+$6.67K	0.02%	406
2025 Q3	$315K	Sell	2,573 -11	-0.4%	-$1.31K	0.01%	432
2025 Q2	$295K	Sell	2,584 -372	-13%	-$41.7K	0.01%	430
2025 Q1	$355K	Buy	2,956 +415	+16%	+$47.8K	0.02%	403
2024 Q4	$281K	Sell	2,541 -45	-2%	-$5.37K	0.01%	468
2024 Q3	$340K	Buy	2,586 +519	+25%	+$63.5K	0.02%	359
2024 Q2	$258K	Buy	2,067 +1,094	+112%	+$130K	0.02%	369
2024 Q1	$118K	Sell	973 -12	-1%	-$1.48K	0.01%	402
2023 Q4	$125K	Buy	985 +8	+0.8%	+$944	0.01%	390
2023 Q3	$112K	Sell	977 -245	-20%	-$29.1K	0.01%	391
2023 Q2	$148K	Sell	1,222 -8	-0.7%	-$910	0.01%	333
2023 Q1	$135K	Buy	+1,230	New	+$134K	0.01%	365
2022 Q2	–	Sell	-2,101	Closed	-$217K	–	325
2022 Q1	$217K	Sell	2,101 -177	-8%	-$19.5K	0.02%	319
2021 Q4	$306K	Sell	2,278 -24	-1%	-$3K	0.02%	286
2021 Q3	$274K	Sell	2,302 -1,074	-32%	-$134K	0.02%	275
2021 Q2	$427K	Sell	3,376 -1,401	-29%	-$165K	0.04%	241
2021 Q1	$514K	Sell	4,777 -326	-6%	-$31.4K	0.05%	223
2020 Q4	$485K	Sell	5,103 -404	-7%	-$36.8K	0.05%	222
2020 Q3	$498K	Buy	5,507 +2,730	+98%	+$233K	0.06%	206
2020 Q2	$201K	Buy	+2,777	New	+$203K	0.03%	240
2020 Q1	–	Sell	-2,931	Closed	-$229K	–	226
2019 Q4	$229K	Sell	2,931 -233	-7%	-$17.5K	0.03%	223
2019 Q3	$235K	Sell	3,164 -59	-2%	-$4.32K	0.03%	212
2019 Q2	$244K	Sell	3,223 -20	-0.6%	-$1.51K	0.03%	225
2019 Q1	$252K	Hold	3,243	–	–	0.03%	223
2018 Q4	$211K	Buy	3,243 +218	+7%	+$15.3K	0.03%	243
2018 Q3	$221K	Hold	3,025	–	–	0.04%	158
2018 Q2	$222K	Buy	+3,025	New	+$211K	0.04%	161
2018 Q1	–	Sell	-3,568	Closed	-$231K	–	174
2017 Q4	$231K	Buy	+3,568	New	+$219K	0.04%	183

Other funds holding EXPD

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Venturi Wealth Management's EXPD Position: Q2 2026 in Review

Venturi Wealth Management increased its Expeditors International (EXPD) stake by 0.38% in Q2 2026, buying an estimated $1.39K and bringing the position to 2,380 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #437.

Venturi Wealth Management first reported a position in EXPD in Q4 2017 and has held it in 30 quarters since. The position peaked at $514K in Q1 2021. 141 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Venturi Wealth Management held 2,380 shares of Expeditors International worth $388K as of Q2 2026.
Venturi Wealth Management bought 9 Expeditors International shares in Q2 2026, an estimated $1.39K.
Expeditors International made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #437 holding.
Venturi Wealth Management first reported a position in Expeditors International in Q4 2017 and has held it in 30 quarters since.
Venturi Wealth Management's Expeditors International position peaked at $514K in Q1 2021.
141 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.