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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's EXPD Position: Q1 2026 in Review

Waverly Advisors increased its Expeditors International (EXPD) stake by 32% in Q1 2026, buying an estimated $95K and bringing the position to 2,589 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Waverly Advisors first reported a position in EXPD in Q4 2013 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

Waverly Advisors held 2,589 shares of Expeditors International worth $371K as of Q1 2026.
Waverly Advisors bought 625 Expeditors International shares in Q1 2026, an estimated $95K.
Expeditors International made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1219 holding.
Waverly Advisors first reported a position in Expeditors International in Q4 2013 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.