Wealth Enhancement Advisory Services
EXPD icon

Wealth Enhancement Advisory Services’s Expeditors International EXPD Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.3M Buy
104,966
+14,314
+16% +$2.21M 0.03% 502
2026
Q1 		$11.7M Sell
90,652
-116,740
-56% -$17.7M 0.02% 537
2025
Q4 		$32.7M Buy
207,392
+11,061
+6% +$1.51M 0.04% 342
2025
Q3 		$24M Buy
196,331
+8,646
+5% +$1.03M 0.04% 411
2025
Q2 		$22.2M Buy
187,685
+26,830
+17% +$3M 0.04% 390
2025
Q1 		$19.3M Buy
160,855
+56,008
+53% +$6.45M 0.04% 408
2024
Q4 		$11.6M Sell
104,847
-4,985
-5% -$595K 0.02% 512
2024
Q3 		$14.4M Buy
109,832
+20,042
+22% +$2.45M 0.03% 425
2024
Q2 		$11.2M Buy
89,790
+51,794
+136% +$6.17M 0.03% 456
2024
Q1 		$4.62M Buy
37,996
+7,540
+25% +$932K 0.01% 687
2023
Q4 		$3.87M Buy
30,456
+11,689
+62% +$1.38M 0.01% 676
2023
Q3 		$2.15M Buy
18,767
+16,292
+658% +$1.94M 0.01% 836
2023
Q2 		$300K Buy
+2,475
New +$281K ﹤0.01% 438
2023
Q1 		– Sell
-9,888
Closed -$1.04M – 532
2022
Q4 		$1.04M Sell
9,888
-125,307
-93% -$12.9M 0.01% 216
2022
Q3 		$12.1M Buy
+135,195
New +$13.5M 0.17% 75
2022
Q2 		– Sell
-43,917
Closed -$4.41M – 344
2022
Q1 		$4.41M Buy
43,917
+3,020
+7% +$333K 0.06% 140
2021
Q4 		$4.72M Buy
+40,897
New +$5.12M 0.07% 120
2021
Q2 		– Sell
-14,395
Closed -$1.58M – 282
2021
Q1 		$1.58M Buy
14,395
+337
+2% +$32.4K 0.03% 150
2020
Q4 		$1.31M Sell
14,058
-10,208
-42% -$930K 0.03% 138
2020
Q3 		$2.26M Buy
+24,266
New +$2.07M 0.06% 106
2019
Q3 		– Sell
-25,384
Closed -$1.93M – 208
2019
Q2 		$1.93M Buy
+25,384
New +$1.92M 0.09% 100

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

Wealth Enhancement Advisory Services's EXPD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Expeditors International (EXPD) stake by 16% in Q2 2026, buying an estimated $2.21M and bringing the position to 104,966 shares worth $16.3M. The position accounts for 0.03% of the portfolio, ranked #502.

Wealth Enhancement Advisory Services first reported a position in EXPD in Q2 2019 and has held it in 21 quarters since. The position peaked at $32.7M in Q4 2025. 955 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 104,966 shares of Expeditors International worth $16.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 14,314 Expeditors International shares in Q2 2026, an estimated $2.21M.
  • Expeditors International made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #502 holding.
  • Wealth Enhancement Advisory Services first reported a position in Expeditors International in Q2 2019 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's Expeditors International position peaked at $32.7M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.