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Waverly Advisors’s Expeditors International EXPD Stock Holding History

Waverly 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 		$401K Sell
2,463
-126
-5% -$19.5K ﹤0.01% 1271
2026
Q1 		$371K Buy
2,589
+625
+32% +$95K ﹤0.01% 1219
2025
Q4 		$293K Buy
1,964
+251
+15% +$34.2K ﹤0.01% 1217
2025
Q3 		$210K Buy
+1,713
New +$204K ﹤0.01% 1201
2025
Q2 		– Sell
-1,664
Closed -$200K – 1195
2025
Q1 		$200K Buy
+1,664
New +$192K ﹤0.01% 1054
2014
Q4 		– Sell
-65
Closed -$3K – 505
2014
Q3 		$3K Hold
65
– – ﹤0.01% 694
2014
Q2 		$3K Buy
+65
New +$2.8K ﹤0.01% 662
2014
Q1 		– Sell
-59
Closed -$3K – 748
2013
Q4 		$3K Buy
+59
New +$2.58K ﹤0.01% 743

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 $3.38T AUM 44.17% 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

Waverly Advisors's EXPD Position: Q2 2026 in Review

Waverly Advisors reduced its Expeditors International (EXPD) stake by 4.9% in Q2 2026, selling an estimated $19.5K and leaving 2,463 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Waverly Advisors first reported a position in EXPD in Q4 2013 and has held it in 8 quarters since. 959 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Waverly Advisors held 2,463 shares of Expeditors International worth $401K as of Q2 2026.
  • Waverly Advisors sold 126 Expeditors International shares in Q2 2026, an estimated $19.5K.
  • Expeditors International made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1271 holding.
  • Waverly Advisors first reported a position in Expeditors International in Q4 2013 and has held it in 8 quarters since.
  • 959 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.