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
Q3 		$28.6M Buy
160,292
+55,326
+53% +$10.1M 0.04% 378
2026
Q2 		$16.3M Buy
104,966
+14,314
+16% +$2.21M 0.03% 503
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

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
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXPD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Expeditors International (EXPD) stake by 53% in Q3 2026, buying an estimated $10.1M and bringing the position to 160,292 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #378.

Wealth Enhancement Advisory Services first reported a position in EXPD in Q2 2019 and has held it in 22 quarters since. The position peaked at $32.7M in Q4 2025. 248 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 160,292 shares of Expeditors International worth $28.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 55,326 Expeditors International shares in Q3 2026, an estimated $10.1M.
  • Expeditors International made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #378 holding.
  • Wealth Enhancement Advisory Services first reported a position in Expeditors International in Q2 2019 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Expeditors International position peaked at $32.7M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.